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Buck Wealth Strategies’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Buck Wealth Strategies’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
2023
Q3 		– Sell
-69
Closed -$23.7K – 376
2023
Q2 		$23.7K Sell
69
-13
-16% -$4.38K 0.01% 106
2023
Q1 		$27.3K Buy
+82
New +$27.2K 0.01% 73

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Buck Wealth Strategies's DIA Position: Q3 2023 in Review

Buck Wealth Strategies sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2023, closing a stake of 69 shares — an estimated $23.7K sold.

Buck Wealth Strategies first reported a position in DIA in Q1 2023 and held it in 2 quarters. The position peaked at $27.3K in Q1 2023. 1,026 funds tracked by Wall St. Rank hold DIA as of Q3 2023.

  • Buck Wealth Strategies reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 69 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2023, an estimated $23.7K.
  • Buck Wealth Strategies first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $27.3K in Q1 2023.
  • 1,026 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.