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

Lumature Wealth Partners’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	-30	Closed	-$9K	–	391
2022 Q2	$9K	Hold	30	–	–	﹤0.01%	320
2022 Q1	$10K	Hold	30	–	–	﹤0.01%	333
2021 Q4	$11K	Hold	30	–	–	﹤0.01%	322
2021 Q3	$10K	Hold	30	–	–	﹤0.01%	330
2021 Q2	$10K	Hold	30	–	–	﹤0.01%	296
2021 Q1	$10K	Buy	+30	New	+$9.47K	0.01%	287

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lumature Wealth Partners's DIA Position: Q3 2022 in Review

Lumature Wealth Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 30 shares — an estimated $9K sold.

Lumature Wealth Partners first reported a position in DIA in Q1 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Lumature Wealth Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
Lumature Wealth Partners sold 30 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $9K.
Lumature Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2021 and held it in 6 quarters.
Lumature Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $11K in Q4 2021.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Lumature Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.