Advyzon Investment Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2011872
LISLE, IL
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$327,538
+$41,750 QoQ
Shares Held
627
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,018
of 1,432 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,538 | 627 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $285,788 | 617 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $272,002 | 566 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||