A detailed history of Wealth Shield Partners, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 651 shares of DIA stock, worth $289,219. This represents 0.04% of its overall portfolio holdings.

Number of Shares
651
Previous 1,101 40.87%
Holding current value
$289,219
Previous $465,000 40.43%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Feb 04, 2025

SELL
$417.69 - $450.94 $187,960 - $202,923
-450 Reduced 40.87%
651 $277,000
Q3 2024

Nov 04, 2024

BUY
$386.81 - $423.12 $82,390 - $90,124
213 Added 23.99%
1,101 $465,000
Q1 2024

Apr 29, 2024

SELL
$372.72 - $397.76 $27,954 - $29,832
-75 Reduced 7.79%
888 $353,000
Q3 2023

Oct 25, 2023

SELL
$334.95 - $356.2 $23,111 - $24,577
-69 Reduced 6.69%
963 $322,000
Q1 2022

May 09, 2022

SELL
$326.53 - $367.87 $81,632 - $91,967
-250 Reduced 19.5%
1,032 $359,000
Q4 2021

Feb 10, 2022

BUY
$340.01 - $364.84 $126,143 - $135,355
371 Added 40.72%
1,282 $466,000
Q3 2021

Nov 12, 2021

BUY
$338.29 - $356.57 $308,182 - $324,835
911 New
911 $308,000
Q2 2021

Aug 06, 2021

SELL
$331.45 - $347.9 $301,950 - $316,936
-911 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$265.06 - $305.79 $265 - $305
1 Added 0.11%
911 $278,000
Q2 2020

Aug 13, 2020

BUY
$209.38 - $276.28 $190,535 - $251,414
910 New
910 $235,000
Q1 2020

May 12, 2020

SELL
$186.13 - $295.72 $169,192 - $268,809
-909 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$260.72 - $286.33 $22,161 - $24,338
85 Added 10.32%
909 $259,000
Q2 2019

Aug 12, 2019

BUY
$248.22 - $268.08 $248 - $268
1 Added 0.12%
824 $219,000
Q1 2019

May 14, 2019

BUY
$226.72 - $260.89 $186,590 - $214,712
823 New
823 $213,000
Q4 2018

Feb 14, 2019

SELL
$218.1 - $267.95 $166,192 - $204,177
-762 Closed
0 $0
Q3 2018

Nov 05, 2018

BUY
$241.66 - $267.12 $184,144 - $203,545
762 New
762 $202,000
Q2 2018

Aug 02, 2018

SELL
$236.15 - $253.39 $241,581 - $259,217
-1,023 Closed
0 $0
Q4 2017

Apr 18, 2018

BUY
$225.24 - $248.13 $230,420 - $253,836
1,023
1,023 $254,000

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 Shield Partners, LLC Portfolio

Follow Wealth Shield 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 Shield Partners, LLC, based on Form 13F filings with the SEC.

News

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