SPDR DOW JONES INDL AVERAGE

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 570 Value ($000) $274 Avg Close Range
Q3 2025
Shares 569 Value ($000) $264 Avg Close Range
Q2 2025
Shares 569 Value ($000) $251 Avg Close Range
Q1 2025
Shares 576 Value ($000) $242 Avg Close Range
Q4 2024
Shares 630 Value ($000) $268 Avg Close Range
Q3 2024
Shares 630 Value ($000) $267 Avg Close Range
Q2 2024
Shares 602 Value ($000) $0 Avg Close Range
Q1 2024
Shares 623 Value ($000) $0 Avg Close Range
Q4 2023
Shares 934 Value ($000) $0 Avg Close Range
Q3 2023
Shares 933 Value ($000) $0 Avg Close Range
Q2 2023
Shares 639 Value ($000) $220 Avg Close Range
Q1 2023
Shares 667 Value ($000) $222 Avg Close Range
Q2 2022
Shares 661 Value ($000) $203 Avg Close Range
Q1 2022
Shares 655 Value ($000) $227 Avg Close Range
Q4 2021
Shares 655 Value ($000) $238 Avg Close Range
Q3 2021
Shares 865 Value ($000) $293 Avg Close Range
Q2 2021
Shares 960 Value ($000) $227 Avg Close Range
Q1 2021
Shares 654 Value ($000) $197 Avg Close Range
Q4 2020
Shares 654 Value ($000) $197 Avg Close Range
Q3 2020
Shares 689 Value ($000) $191 Avg Close Range
Q2 2020
Shares 852 Value ($000) $220 Avg Close Range
Q1 2020
Shares 936 Value ($000) $205 Avg Close Range
Q4 2019
Shares 951 Value ($000) $271 Avg Close Range
Q3 2019
Shares 950 Value ($000) $256 Avg Close Range
Q2 2019
Shares 1,456 Value ($000) $387 Avg Close Range
Q1 2019
Shares 785 Value ($000) $203 Avg Close Range
Q4 2018
Shares 975 Value ($000) $227 Avg Close Range