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APS
American Planning Services’s
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
Stock Holding History
American Planning Services’s Portfolio
DIA Stock Details
DIA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
$892K
Buy
2,108
+3
+0.1%
+$1.22K
0.71%
26
2024
Q2
$823K
Sell
2,105
-118
-5%
-$45.8K
0.58%
27
2024
Q1
$884K
Sell
2,223
-100
-4%
-$38.5K
0.64%
16
2023
Q4
$875K
Sell
2,323
-481
-17%
-$168K
0.67%
14
2023
Q3
$939K
Sell
2,804
-30
-1%
-$10.4K
0.62%
13
2023
Q2
$974K
Sell
2,834
-39
-1%
-$13.1K
0.64%
14
2023
Q1
$956K
Sell
2,873
-20,748
-88%
-$6.89M
0.65%
13
2022
Q4
$7.83M
Buy
23,621
+23,596
+94,384%
+$7.67M
7.82%
5
2022
Q3
$7.17K
Sell
25
-36,550
-100%
-$11.6M
8.89%
5
2022
Q2
$11.3M
Sell
36,575
-2,284
-6%
-$747K
12.53%
3
2022
Q1
$13.5M
Sell
38,859
-6,880
-15%
-$2.39M
14.4%
3
2021
Q4
$16.6M
Buy
+45,739
New
+$16.3M
14.71%
3
Other funds holding DIA
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wolverine Trading
Chicago, Illinois
$4.96B AUM
31.83%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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