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SPDR Dow Jones Industrial Average ETF shares owned by ShankerValleau Wealth Advisors

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

Historical chart of ShankerValleau Wealth Advisors 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 ShankerValleau Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by ShankerValleau Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $292k 690 423.12
2024-06-30 $270k 690 391.13
2024-03-31 $275k 690 397.76
2023-12-31 $260k 690 376.87
2023-09-30 $231k 690 334.95
2023-06-30 $237k 690 343.85