Financial Synergies Wealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Financial Synergies 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
2026 Q1	$243K	Buy	+524	New	+$254K	0.02%	104
2024 Q2	–	Sell	-100	Closed	-$39.8K	–	164
2024 Q1	$39.8K	Hold	100	–	–	0.01%	144
2023 Q4	$33.1K	Hold	100	–	–	0.01%	114
2023 Q3	$33.5K	Hold	100	–	–	﹤0.01%	142
2023 Q2	$34.4K	Hold	100	–	–	﹤0.01%	130
2023 Q1	$33.3K	Hold	100	–	–	﹤0.01%	135
2022 Q4	$33.1K	Hold	100	–	–	0.01%	114
2022 Q3	$28.7K	Sell	100 -215	-68%	-$68.3K	﹤0.01%	113
2022 Q2	$97K	Buy	+315	New	+$103K	0.02%	86

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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