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

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

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 2,072 shares of DIA stock, worth $876,145. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,072
Previous 2,993 30.77%
Holding current value
$876,145
Previous $1.27 Million 31.74%
% of portfolio
0.02%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$408.78 - $448.82 $376,486 - $413,363
-921 Reduced 30.77%
2,072 $869,000
Q4 2024

Feb 10, 2025
SELL
$417.69 - $450.94 $1,670 - $1,803
-4 Reduced 0.13%
2,993 $1.27 Million
Q3 2024

Nov 04, 2024
BUY
$386.81 - $423.12 $694,710 - $759,923
1,796 Added 149.54%
2,997 $1.27 Million
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
1,437
Shares Held
34.5M
Call Options Held
8.39M
Put Options Held
10.4M
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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