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

Wealthspan Partners, LLC

$204 Million
Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Wealthspan Partners, LLC holds 1,158 shares of DIA stock, worth $480,268. This represents 0.24% of its overall portfolio holdings.

Number of Shares

1,158

Previous 1,277 9.32%

Holding current value

$480,268

Previous $540,000 8.89%

% of portfolio

0.24%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$417.69 - $450.94 $49,705 - $53,661	-119 Reduced 9.32%	1,158 $492,000
Q3 2024 Nov 04, 2024	SELL	$386.81 - $423.12 $5,802 - $6,346	-15 Reduced 1.16%	1,277 $540,000
Q2 2024 Jul 19, 2024	SELL	$377.31 - $399.95 $7,168 - $7,599	-19 Reduced 1.45%	1,292 $505,000
Q1 2024 Apr 29, 2024	SELL	$372.72 - $397.76 $3,727 - $3,977	-10 Reduced 0.76%	1,311 $521,000
Q2 2022 Aug 11, 2022	BUY	$298.72 - $351.53 $57,652 - $67,845	193 Added 17.11%	1,321 $407,000
Q4 2021 Feb 15, 2022	BUY	$340.01 - $364.84 $383,531 - $411,539	1,128 New	1,128 $410,000

Others Institutions Holding DIA

# of Institutions

1,454

Shares Held

36.7M

Call Options Held

10.2M

Put Options Held

10.1M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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