TrueWealth LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

TrueWealth LLC’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
2020 Q2	$12K	Buy	46 +30	+188%	+$7.38K	0.01%	442
2020 Q1	$4K	Hold	16	–	–	﹤0.01%	574
2019 Q4	$5K	Hold	16	–	–	﹤0.01%	560
2019 Q3	$4K	Hold	16	–	–	﹤0.01%	574
2019 Q2	$4K	Hold	16	–	–	﹤0.01%	588
2019 Q1	$4K	Hold	16	–	–	﹤0.01%	595
2018 Q4	$4K	Hold	16	–	–	﹤0.01%	578
2018 Q3	$4K	Buy	+16	New	+$4.1K	﹤0.01%	646

Other funds holding DIA

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

TrueWealth LLC's DIA Position: Q2 2020 in Review

TrueWealth LLC increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 188% in Q2 2020, buying an estimated $7.38K and bringing the position to 46 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #442.

TrueWealth LLC first reported a position in DIA in Q3 2018 and has held it in 8 quarters since. 746 funds tracked by Wall St. Rank hold DIA as of Q2 2020.

TrueWealth LLC held 46 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $12K as of Q2 2020.
TrueWealth LLC bought 30 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2020, an estimated $7.38K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #442 holding.
TrueWealth LLC first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and has held it in 8 quarters since.
746 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.