Advisor OS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1767580
CHICAGO, IL
Position in DIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$223,582
-$342,835 QoQ
Shares Held
428
-68.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,190
of 1,432 holders
Holding Since
Mar 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,582 | 428 | Shares | Sole | 2026-08-05 | |
| 2025-03-31 | $566,417 | 1,349 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||