Heritage Family Offices’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Heritage Family Offices’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
2025 Q3	$278K	Hold
2025 Q2	$249K	Hold
2025 Q1	$252K	Hold
2024 Q4	$255K	Hold
2024 Q3	$254K	Hold
2024 Q2	$235K	Buy