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

Lineweaver 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
2022 Q3	–	Sell	-968	Closed	-$298K	–	129
2022 Q2	$298K	Sell	968 -104	-10%	-$34K	0.1%	105
2022 Q1	$371K	Sell	1,072 -118	-10%	-$40.9K	0.11%	104
2021 Q4	$432K	Sell	1,190 -294	-20%	-$104K	0.12%	92
2021 Q3	$502K	Buy	1,484 +328	+28%	+$115K	0.15%	77
2021 Q2	$398K	Buy	+1,156	New	+$395K	0.13%	80

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lineweaver Wealth Advisors's DIA Position: Q3 2022 in Review

Lineweaver Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 968 shares — an estimated $298K sold.

Lineweaver Wealth Advisors first reported a position in DIA in Q2 2021 and held it in 5 quarters. The position peaked at $502K in Q3 2021. 932 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Lineweaver Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 968 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $298K.
Lineweaver Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and held it in 5 quarters.
Lineweaver Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $502K in Q3 2021.
932 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.