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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by CIC Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q3 2024 holdings

Shares (Q3 2024)
530
Value
$224.2K
% of portfolio
0.1%
Quarters held
4
Since Q4 2023
Holdings of DIA by CIC Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2024530$224.2K0.1%00.0%UnchangedHolders
Q2 2024530$207.2K0.1%−142−21.1%ReducedHolders
Q1 2024672$267.4K0.1%00.0%UnchangedHolders
Q4 2023672$253.3K0.1%+672NewHolders