HWMA
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Heritage Wealth Management (Arizona)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$235K Hold
600
– – 0.13% 149
2024
Q1 		$239K Hold
600
– – 0.12% 152
2023
Q4 		$226K Buy
+600
New +$210K 0.12% 149
2022
Q4 		$412K Buy
1,242
+621
+100% +$202K 0.06% 249
2022
Q3 		$178K Hold
621
– – 0.06% 248
2022
Q2 		$191K Hold
621
– – 0.06% 241
2022
Q1 		$215K Buy
+621
New +$215K 0.06% 260
2021
Q3 		$203K Hold
600
– – 0.07% 213
2021
Q2 		$207K Hold
600
– – 0.08% 218
2021
Q1 		$198K Buy
+600
New +$189K 0.11% 163

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $4.96B AUM 31.83% 1-Year Est. Return