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

Prevail Innovative 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
2024
Q2 		– Sell
-997
Closed -$397K – 156
2024
Q1 		$397K Buy
+997
New +$384K 0.15% 133

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Prevail Innovative Wealth Advisors's DIA Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2024, closing a stake of 997 shares — an estimated $397K sold.

Prevail Innovative Wealth Advisors first reported a position in DIA in Q1 2024 and held it in 1 quarter. The position peaked at $397K in Q1 2024. 1,138 funds tracked by Wall St. Rank hold DIA as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 997 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2024, an estimated $397K.
  • Prevail Innovative Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $397K in Q1 2024.
  • 1,138 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.