A detailed history of Wealth Management Partners, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Wealth Management Partners, LLC holds 2,765 shares of DIA stock, worth $1.2 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
2,765
Previous 2,866 3.52%
Holding current value
$1.2 Million
Previous $1.12 Million 4.38%
% of portfolio
0.55%
Previous 0.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$386.81 - $423.12 $39,067 - $42,735
-101 Reduced 3.52%
2,765 $1.17 Million
Q2 2024

Jul 12, 2024

SELL
$377.31 - $399.95 $9,810 - $10,398
-26 Reduced 0.9%
2,866 $1.12 Million
Q1 2024

Apr 12, 2024

SELL
$372.72 - $397.76 $24,599 - $26,252
-66 Reduced 2.23%
2,892 $1.15 Million
Q3 2023

Oct 24, 2023

SELL
$334.95 - $356.2 $11,388 - $12,110
-34 Reduced 1.14%
2,958 $990,000
Q2 2023

Jul 24, 2023

SELL
$327.75 - $344.77 $64,894 - $68,264
-198 Reduced 6.21%
2,992 $1.03 Million
Q1 2023

Apr 14, 2023

BUY
$318.5 - $343.03 $60,515 - $65,175
190 Added 6.33%
3,190 $1.06 Million
Q4 2021

Jan 19, 2022

SELL
$340.01 - $364.84 $85,342 - $91,574
-251 Reduced 7.72%
3,000 $1.18 Million
Q2 2021

Jul 14, 2021

SELL
$331.45 - $347.9 $14,583 - $15,307
-44 Reduced 1.34%
3,251 $1.12 Million
Q1 2021

Apr 15, 2021

SELL
$299.81 - $331.66 $88,144 - $97,508
-294 Reduced 8.19%
3,295 $1.1 Million
Q4 2020

Feb 04, 2021

BUY
$265.06 - $305.79 $951,300 - $1.1 Million
3,589 New
3,589 $1.11 Million

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.