Avestar Capital’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Avestar Capital’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 Q1	–	Sell	-10,000	Closed	-$3.77M	–	470
2023 Q4	$3.77M	Sell	10,000 -10,000	-50%	-$3.49M	0.43%	48
2023 Q3	$6.7M	Buy	+20,000	New	+$6.94M	0.95%	27
2023 Q2	–	Sell	-10,000	Closed	-$3.33M	–	343
2023 Q1	$3.33M	Sell	10,000 -20,000	-67%	-$6.65M	0.59%	37
2022 Q4	$9.94M	Buy	30,000 +10,000	+50%	+$3.25M	1.8%	12
2022 Q3	$5.75M	Buy	20,000 +4,500	+29%	+$1.43M	1.46%	15
2022 Q2	$4.77M	Buy	15,500 +5,500	+55%	+$1.8M	1.17%	21
2022 Q1	$3.47M	Buy	10,000 +4,000	+67%	+$1.39M	0.55%	40
2021 Q4	$2.18M	Hold	6,000	–	–	0.27%	79
2021 Q3	$2.03M	Buy	+6,000	New	+$2.1M	0.26%	87

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avestar Capital's DIA Position: Q3 2024 in Review

Avestar Capital sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 665 shares — an estimated $260K sold.

Avestar Capital first reported a position in DIA in Q3 2023 and held it in 3 quarters. The position peaked at $260K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

Avestar Capital reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
Avestar Capital sold 665 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $260K.
Avestar Capital first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and held it in 3 quarters.
Avestar Capital's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $260K in Q2 2024.
1,185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2024.

Based on Avestar Capital's 13F filing for Q3 2024, filed 13 Nov 2024.