Aventura Private Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2074418
AVENTURA, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$853,585
+$96,733 QoQ
Shares Held
1,634
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#645
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 | $853,585 | 1,634 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $756,852 | 1,634 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $724,699 | 1,508 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $699,319 | 1,508 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $664,500 | 1,508 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $633,179 | 1,508 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $641,654 | 1,508 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||