SPDR Dow Jones Industrial Average ETF shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in SPDR Dow Jones Industrial Average ETF
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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $248k | 623 | 398.07 |
| 2023-12-31 | $352k | 934 | 376.87 |
| 2023-09-30 | $312k | 933 | 334.41 |
| 2023-06-30 | $220k | 639 | 343.59 |
| 2023-03-31 | $222k | 667 | 332.69 |
| 2022-06-30 | $203k | 661 | 307.11 |
| 2022-03-31 | $227k | 655 | 346.56 |
| 2021-12-31 | $238k | 655 | 363.36 |
| 2021-09-30 | $293k | 865 | 338.73 |
| 2021-06-30 | $3.1k | 960 | 3.28 |
| 2021-03-31 | $197k | 654 | 301.22 |
| 2020-12-31 | $197k | 654 | 301.22 |
| 2020-09-30 | $191k | 689 | 277.21 |
| 2020-06-30 | $220k | 852 | 258.22 |
| 2020-03-31 | $205k | 936 | 219.02 |
| 2019-12-31 | $271k | 951 | 284.96 |
| 2019-09-30 | $256k | 950 | 269.47 |
| 2019-06-30 | $387k | 1.5k | 265.80 |
| 2019-03-31 | $203k | 785 | 258.60 |
| 2018-12-31 | $227k | 975 | 232.82 |
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