CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2021 Q4	–	Sell	-1,304	Closed	-$441K	–	202
2021 Q3	$441K	Sell	1,304 -25	-2%	-$8.73K	0.02%	241
2021 Q2	$458K	Buy	+1,329	New	+$454K	0.02%	240
2015 Q3	–	Sell	-3,200	Closed	-$563K	–	119
2015 Q2	$563K	Buy	+3,200	New	+$576K	0.11%	99

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

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

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

Citigroup New York $235B AUM 32.99% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DIA Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 1,304 shares — an estimated $441K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DIA in Q2 2015 and held it in 3 quarters. The position peaked at $563K in Q2 2015. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 1,304 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $441K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2015 and held it in 3 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $563K in Q2 2015.
960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.