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

CarsonAllaria Wealth Management’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	–	Sell	-311	Closed	-$122K	–	404
2024 Q2	$122K	Buy	+311	New	+$121K	0.07%	85
2023 Q3	–	Sell	-58	Closed	-$19.9K	–	373
2023 Q2	$19.9K	Buy	+58	New	+$19.5K	0.02%	172

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

CarsonAllaria Wealth Management's DIA Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2024, closing a stake of 311 shares — an estimated $122K sold.

CarsonAllaria Wealth Management first reported a position in DIA in Q2 2023 and held it in 2 quarters. The position peaked at $122K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold DIA as of Q3 2024.

CarsonAllaria Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 311 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2024, an estimated $122K.
CarsonAllaria Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2023 and held it in 2 quarters.
CarsonAllaria Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $122K 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 CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.