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

Wealthspan Partners, LLC

  • $179 Million
  • Q2 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 1,292 shares of DIA stock, worth $547,045. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,292
Previous 1,311 1.45%
Holding current value
$547,045
Previous $521,000 3.07%
% of portfolio
0.28%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,277
Shares Held
28.1M
Call Options Held
7.09M
Put Options Held
10.1M
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
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

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

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email