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

Axxcess Wealth Management, LLC

$3.61 Billion
Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,201 shares of DIA stock, worth $519,300. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,201

Previous 1,205 0.33%

Holding current value

$519,300

Previous $479,000 2.09%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$377.31 - $399.95 $1,509 - $1,599	-4 Reduced 0.33%	1,201 $469,000
Q1 2024 May 14, 2024	BUY	$372.72 - $397.76 $195,678 - $208,824	525 Added 77.21%	1,205 $479,000
Q4 2023 Feb 06, 2024	BUY	$324.19 - $377.03 $220,449 - $256,380	680 New	680 $256,000
Q4 2022 Feb 14, 2023	SELL	$291.96 - $346.06 $185,394 - $219,748	-635 Reduced 40.47%	934 $309,000
Q3 2022 Nov 14, 2022	SELL	$287.3 - $341.74 $200,248 - $238,192	-697 Reduced 30.76%	1,569 $451,000
Q2 2022 Aug 11, 2022	SELL	$298.72 - $351.53 $263,471 - $310,049	-882 Reduced 28.02%	2,266 $698,000
Q1 2022 Aug 11, 2022	BUY	$326.53 - $367.87 $427,101 - $481,173	1,308 Added 71.09%	3,148 $1.09 Million
Q4 2021 Aug 11, 2022	BUY	$340.01 - $364.84 $625,618 - $671,305	1,840 New	1,840 $669,000

Others Institutions Holding DIA

# of Institutions

1,280

Shares Held

28.2M

Call Options Held

7.09M

Put Options Held

10.1M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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