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Obermeyer Wealth Partners’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Obermeyer Wealth Partners’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$259K Hold
587
– – 0.01% 238
2025
Q1 		$246K Hold
587
– – 0.01% 226
2024
Q4 		$250K Hold
587
– – 0.01% 223
2024
Q3 		$248K Buy
+587
New +$248K 0.01% 221