Winch Advisory Services, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Winch Advisory Services, LLC holds 386 shares of DIA stock, worth $167,597. This represents 0.05% of its overall portfolio holdings.

Number of Shares
386
Previous 385 0.26%
Holding current value
$167,597
Previous $150,000 8.67%
% of portfolio
0.05%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$386.81 - $423.12 $386 - $423
1 Added 0.26%
386 $163,000
Q4 2023

Jan 18, 2024
BUY
$324.19 - $377.03 $648 - $754
2 Added 0.52%
385 $145,000
Q3 2023

Nov 06, 2023
BUY
$334.95 - $356.2 $669 - $712
2 Added 0.52%
383 $128,000
Q2 2023

Aug 08, 2023
BUY
$327.75 - $344.77 $327 - $344
1 Added 0.26%
381 $131,000
Q1 2023

May 10, 2023
BUY
$318.5 - $343.03 $1,911 - $2,058
6 Added 1.6%
380 $126,000
Q4 2022

Jan 26, 2023
BUY
$291.96 - $346.06 $583 - $692
2 Added 0.54%
374 $124,000
Q3 2022

Oct 31, 2022
BUY
$287.3 - $341.74 $574 - $683
2 Added 0.54%
372 $107,000
Q2 2022

Aug 12, 2022
SELL
$298.72 - $351.53 $5,078 - $5,976
-17 Reduced 4.39%
370 $114,000
Q1 2022

Apr 26, 2022
BUY
$326.53 - $367.87 $326 - $367
1 Added 0.26%
387 $134,000
Q1 2021

May 03, 2021
BUY
$299.81 - $331.66 $299 - $331
1 Added 0.26%
386 $127,000
Q4 2020

Feb 09, 2021
BUY
$265.06 - $305.79 $8,746 - $10,091
33 Added 9.38%
385 $118,000
Q3 2020

Nov 04, 2020
BUY
$257.24 - $291.21 $514 - $582
2 Added 0.57%
352 $98,000
Q2 2020

Aug 12, 2020
BUY
$209.38 - $276.28 $209 - $276
1 Added 0.29%
350 $90,000
Q1 2020

May 13, 2020
BUY
$186.13 - $295.72 $33,503 - $53,229
180 Added 106.51%
349 $77,000
Q4 2019

Feb 12, 2020
BUY
$260.72 - $286.33 $260 - $286
1 Added 0.6%
169 $48,000
Q3 2019

Nov 13, 2019
BUY
$255.08 - $273.6 $255 - $273
1 Added 0.6%
168 $45,000
Q2 2019

Aug 07, 2019
BUY
$248.22 - $268.08 $248 - $268
1 Added 0.6%
167 $44,000
Q1 2019

May 13, 2019
BUY
$226.72 - $260.89 $226 - $260
1 Added 0.61%
166 $43,000
Q4 2018

Feb 05, 2019
BUY
$218.1 - $267.95 $218 - $267
1 Added 0.61%
165 $39,000
Q2 2018

Aug 13, 2018
BUY
$236.15 - $253.39 $236 - $253
1 Added 0.61%
164 $40,000
Q1 2018

May 11, 2018
BUY
$235.13 - $265.91 $235 - $265
1 Added 0.62%
163 $39,000
Q4 2017

Feb 13, 2018
BUY
$225.24 - $248.13 $225 - $248
1 Added 0.62%
162 $40,000
Q3 2017

Nov 13, 2017
BUY
$216.53 - $223.9 $34,861 - $36,047
161
161 $36,000

Others Institutions Holding DIA

# of Institutions
1,333
Shares Held
34M
Call Options Held
10.4M
Put Options Held
12.1M
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 Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, 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 Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email