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Provence Wealth Management Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Provence Wealth Management Group’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 		$24.9K Hold
66
– – 0.01% 259
2023
Q3 		$22.1K Buy
+66
New +$22.9K 0.01% 251

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 $445B AUM 25.58% 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

Provence Wealth Management Group's DIA Position: Q4 2023 in Review

Provence Wealth Management Group held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q4 2023 at 66 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #259.

Provence Wealth Management Group first reported a position in DIA in Q3 2023 and has held it in 2 quarters since. 1,137 funds tracked by Wall St. Rank hold DIA as of Q4 2023.

  • Provence Wealth Management Group held 66 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $24.9K as of Q4 2023.
  • Provence Wealth Management Group left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q4 2023.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #259 holding.
  • Provence Wealth Management Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2023 and has held it in 2 quarters since.
  • 1,137 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.