A detailed history of Zrc Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 462 shares of DIA stock, worth $197,985. This represents 0.08% of its overall portfolio holdings.

Number of Shares
462
Previous 462 -0.0%
Holding current value
$197,985
Previous $181 Million 8.18%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

BUY
$377.31 - $399.95 $92,063 - $97,587
244 Added 111.93%
462 $181 Million
Q1 2024

Apr 19, 2024

SELL
$372.72 - $397.76 $39,135 - $41,764
-105 Reduced 32.51%
218 $86.7 Million
Q3 2023

Oct 10, 2023

SELL
$334.95 - $356.2 $6,699 - $7,124
-20 Reduced 5.83%
323 $108 Million
Q1 2023

May 04, 2023

BUY
$318.5 - $343.03 $109,245 - $117,659
343 New
343 $114 Million

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 Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, 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 Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.