Modern Wealth Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,116 shares of DIA stock, worth $2.27 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,116
Previous 207,728 97.54%
Holding current value
$2.27 Million
Previous $87.2 Million 97.42%
% of portfolio
0.06%
Previous 2.87%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$376.48 - $440.65 $76.3 Million - $89.3 Million
-202,612 Reduced 97.54%
5,116 $2.25 Million
Q1 2025

May 30, 2025
BUY
$408.78 - $448.82 $65,813 - $72,260
161 Added 0.08%
207,728 $87.2 Million
Q1 2025

May 15, 2025
BUY
$408.78 - $448.82 $84.3 Million - $92.6 Million
206,287 Added 16116.17%
207,567 $87.2 Billion
Q4 2024

May 30, 2025
SELL
$417.69 - $450.94 $19.8 Million - $21.3 Million
-47,329 Reduced 22.8%
160,238 $68.2 Million
Q4 2024

May 29, 2025
SELL
$417.69 - $450.94 $19.8 Million - $21.3 Million
-47,329 Reduced 22.8%
160,238 $68.2 Million
Q4 2024

Feb 11, 2025
BUY
$417.69 - $450.94 $150,368 - $162,338
360 Added 39.13%
1,280 $569 Million
Q3 2024

May 30, 2025
SELL
$386.81 - $423.12 $79.9 Million - $87.4 Million
-206,647 Reduced 99.56%
920 $389,000
Q3 2024

May 29, 2025
SELL
$386.81 - $423.12 $79.9 Million - $87.4 Million
-206,647 Reduced 99.56%
920 $389,000
Q3 2024

Nov 05, 2024
SELL
$386.81 - $423.12 $73,107 - $79,969
-189 Reduced 17.04%
920 $389 Million
Q2 2024

May 29, 2025
SELL
$377.31 - $399.95 $77.9 Million - $82.5 Million
-206,400 Reduced 99.44%
1,167 $456,000
Q2 2024

Aug 07, 2024
SELL
$377.31 - $399.95 $593,885 - $629,521
-1,574 Reduced 58.67%
1,109 $434 Million
Q1 2024

May 28, 2025
SELL
$372.72 - $397.76 $19.3 Million - $20.6 Million
-51,807 Reduced 24.96%
155,760 $62 Billion
Q1 2024

May 13, 2024
SELL
$372.72 - $397.76 $18.2 Million - $19.4 Million
-48,747 Reduced 94.78%
2,683 $1.06 Billion
Q4 2023

May 28, 2025
SELL
$324.19 - $377.03 $50.6 Million - $58.9 Million
-156,137 Reduced 75.22%
51,430 $19.4 Billion
Q4 2023

Feb 14, 2024
BUY
$324.19 - $377.03 $16.7 Million - $19.4 Million
51,430 New
51,430 $19.4 Billion

Others Institutions Holding DIA

# of Institutions
1,470
Shares Held
33.7M
Call Options Held
7.39M
Put Options Held
11M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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