Serenus Wealth Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2053695
SANTA MONICA, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,474,561
+$181,771 QoQ
Shares Held
4,737
-4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#363
of 1,432 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,474,561 | 4,737 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,292,790 | 4,950 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,393,238 | 4,980 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,309,425 | 4,980 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,933,682 | 8,927 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,752,887 | 8,938 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,681,000 | 8,651 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||