Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-149
Closed -$49.9K – 149
2023
Q3 		$49.9K Buy
+149
New +$51.7K 0.01% 180

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Legacy Financial Group (Iowa)'s DIA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2023, closing a stake of 149 shares — an estimated $49.9K sold.

Legacy Financial Group (Iowa) first reported a position in DIA in Q3 2023 and held it in 1 quarter. The position peaked at $49.9K in Q3 2023. 1,136 funds tracked by Wall St. Rank hold DIA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 149 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2023, an estimated $49.9K.
  • Legacy Financial Group (Iowa) first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $49.9K in Q3 2023.
  • 1,136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.