Avidian Wealth Enterprises, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1471474
HOUSTON, TX
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$292,538
+$32,689 QoQ
Shares Held
560
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,074
of 1,432 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,538 | 560 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $259,849 | 561 | Shares | Sole | 2026-05-07 | |
| 2023-09-30 | $202,644 | 605 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $247,572 | 720 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,073,697 | 3,228 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,087,093 | 3,281 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $705,034 | 2,454 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $754,159 | 2,450 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $822,680 | 2,372 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $904,303 | 2,489 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $838,282 | 2,478 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $853,751 | 2,475 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $964,785 | 2,922 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,055,892 | 3,453 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $987,345 | 3,558 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $917,501 | 3,558 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $763,797 | 3,484 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||