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

Tempus Wealth Planning’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
Q1 		– Sell
-1,156
Closed -$420K – 141
2021
Q4 		$420K Buy
1,156
+29
+3% +$10.3K 0.23% 106
2021
Q3 		$381K Buy
+1,127
New +$394K 0.22% 110
2021
Q1 		– Sell
-694
Closed -$212K – 103
2020
Q4 		$212K Sell
694
-718
-51% -$209K 0.27% 69
2020
Q3 		$392K Buy
+1,412
New +$386K 0.57% 35

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 $761B AUM 31.28% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return