Morton Brown Family Wealth »

SPDR Dow Jones Industrial Average ETF shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in SPDR Dow Jones Industrial Average ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Dow Jones Industrial Average ETF held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $60k 150 397.76
2023-12-31 $57k 150 376.87
2023-09-30 $50k 150 334.95
2023-06-30 $52k 150 343.85
2023-03-31 $50k 150 332.62

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab International Small-cap Equity Etf Etf (SCHC)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding SPDR Dow Jones Industrial Average ETF

Susquehanna International
Citadel Advisors
Bank of America Corporation
Goldman Sachs Group
Millennium Management
Royal Bank of Canada
Flat Footed
LPL Financial
Wells Fargo & Company
UBS Group
Jane Street
Balyasny Asset Management
Bank Of Montreal
Citigroup
Gts Securities

View all funds holding SPDR Dow Jones Industrial Average ETF