CPC
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Consolidated Planning Corp’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Consolidated Planning Corp’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
2026
Q1 		$399K Hold
862
– – 0.06% 104
2025
Q4 		$414K Buy
862
+43
+5% +$20.3K 0.04% 156
2025
Q3 		$380K Buy
819
+78
+11% +$35.2K 0.04% 153
2025
Q2 		$327K Hold
741
– – 0.04% 155
2025
Q1 		$311K Sell
741
-8
-1% -$3.46K 0.04% 151
2024
Q4 		$319K Hold
749
– – 0.04% 159
2024
Q3 		$317K Sell
749
-413
-36% -$168K 0.05% 157
2024
Q2 		$455K Sell
1,162
-86
-7% -$33.4K 0.08% 117
2024
Q1 		$497K Sell
1,248
-242
-16% -$93.2K 0.08% 109
2023
Q4 		$562K Sell
1,490
-49
-3% -$17.1K 0.1% 103
2023
Q3 		$515K Sell
1,539
-378
-20% -$131K 0.11% 106
2023
Q2 		$659K Buy
+1,917
New +$645K 0.14% 107

Other funds holding DIA

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return