Opulen Financial Group LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2055099
ARLINGTON, VA
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$226,194
+$17,147 QoQ
Shares Held
433
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,182
of 1,432 holders
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,194 | 433 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $209,047 | 435 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $200,799 | 433 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||