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
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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
Download as csv Download as ExcelQuarterly 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 |
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