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

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$377.31 - $399.95 $19,242 - $20,397	-51 Reduced 6.14%	780 $305 Million
Q1 2024 May 07, 2024	BUY	$372.72 - $397.76 $70,071 - $74,778	188 Added 29.24%	831 $330 Million
Q4 2023 Jan 05, 2024	BUY	$324.19 - $377.03 $208,454 - $242,430	643 New	643 $243 Million
Q1 2023 May 10, 2023	BUY	$318.5 - $343.03 $111,475 - $120,060	350 New	350 $117 Million
Q1 2022 May 03, 2022	SELL	$326.53 - $367.87 $363,427 - $409,439	-1,113 Closed	0 $0
Q4 2021 Feb 01, 2022	SELL	$340.01 - $364.84 $9,520 - $10,215	-28 Reduced 2.45%	1,113 $391,000
Q3 2021 Dec 09, 2021	SELL	$338.29 - $356.57 $20,297 - $21,394	-60 Reduced 5.0%	1,141 $385,000
Q2 2021 Aug 19, 2021	SELL	$331.45 - $347.9 $10,606 - $11,132	-32 Reduced 2.6%	1,201 $426,000
Q4 2020 Feb 09, 2021	SELL	$265.06 - $305.79 $63,084 - $72,778	-238 Reduced 16.18%	1,233 $383,000
Q1 2020 May 15, 2020	BUY	$186.13 - $295.72 $21,404 - $34,007	115 Added 8.48%	1,471 $348,000
Q2 2019 Aug 19, 2019	BUY	$248.22 - $268.08 $336,586 - $363,516	1,356 New	1,356 $357,000

Others Institutions Holding DIA

# of Institutions

1,381

Shares Held

32.2M

Call Options Held

10.4M

Put Options Held

12.1M

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

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