SPDR DOW JONES INDL AVERAGE

Ticker: DIA CUSIP: 78467X109 Class: UT SER 1

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,329 Value ($000) $6,886 Avg Close Range
Q2 2025
Shares 16,008 Value ($000) $7,054 Avg Close Range
Q1 2025
Shares 14,388 Value ($000) $6,041 Avg Close Range
Q4 2024
Shares 15,567 Value ($000) $6,624 Avg Close Range
Q3 2024
Shares 17,158 Value ($000) $7,260 Avg Close Range
Q2 2024
Shares 16,891 Value ($000) $6,607 Avg Close Range
Q1 2024
Shares 18,407 Value ($000) $7,322 Avg Close Range
Q4 2023
Shares 20,470 Value ($000) $7,715 Avg Close Range
Q3 2023
Shares 21,126 Value ($000) $7,076 Avg Close Range
Q2 2023
Shares 20,699 Value ($000) $7,603 Avg Close Range
Q1 2023
Shares 24,126 Value ($000) $6,081 Avg Close Range
Q4 2022
Shares 21,537 Value ($000) $7,136 Avg Close Range
Q3 2022
Shares 18,987 Value ($000) $5,455 Avg Close Range
Q2 2022
Shares 19,876 Value ($000) $6,118 Avg Close Range
Q1 2022
Shares 2,858 Value ($000) $991 Avg Close Range
Q4 2021
Shares 1,230 Value ($000) $447 Avg Close Range
Q3 2021
Shares 831 Value ($000) $281 Avg Close Range
Q2 2021
Shares 746 Value ($000) $257 Avg Close Range
Q1 2021
Shares 646 Value ($000) $213 Avg Close Range
Q1 2019
Shares 2,692 Value ($000) $698 Avg Close Range
Q4 2018
Shares 2,800 Value ($000) $653 Avg Close Range
Q3 2018
Shares 2,125 Value ($000) $562 Avg Close Range
Q2 2018
Shares 2,125 Value ($000) $516 Avg Close Range
Q1 2018
Shares 2,125 Value ($000) $513 Avg Close Range
Q4 2017
Shares 2,190 Value ($000) $542 Avg Close Range
Q3 2017
Shares 2,125 Value ($000) $476 Avg Close Range
Q2 2017
Shares 2,125 Value ($000) $453 Avg Close Range
Q1 2017
Shares 2,055 Value ($000) $424 Avg Close Range
Q4 2016
Shares 2,069 Value ($000) $409 Avg Close Range
Q3 2016
Shares 2,800 Value ($000) $512 Avg Close Range
Q2 2016
Shares 2,796 Value ($000) $500 Avg Close Range
Q1 2016
Shares 2,691 Value ($000) $475 Avg Close Range