Wealth Plan Investment Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 880 shares of DIA stock, worth $362,788. This represents 0.04% of its overall portfolio holdings.

Number of Shares
880
Previous 548 60.58%
Holding current value
$362,788
Previous $231,000 61.9%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$417.69 - $450.94 $138,673 - $149,712
332 Added 60.58%
880 $374,000
Q3 2024

Nov 05, 2024
BUY
$386.81 - $423.12 $211,971 - $231,869
548 New
548 $231,000

Others Institutions Holding DIA

# of Institutions
1,440
Shares Held
35.9M
Call Options Held
10.1M
Put Options Held
9.91M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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