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

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Geo Wealth Management, LLC holds 315 shares of DIA stock, worth $134,990. This represents 0.0% of its overall portfolio holdings.

Number of Shares

315

Previous 260 21.15%

Holding current value

$134,990

Previous $101,000 31.68%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$386.81 - $423.12 $21,274 - $23,271	55 Added 21.15%	315 $133,000
Q2 2024 Aug 12, 2024	SELL	$377.31 - $399.95 $3,395 - $3,599	-9 Reduced 3.35%	260 $101,000
Q1 2024 May 15, 2024	SELL	$372.72 - $397.76 $100,261 - $106,997	-269 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$372.72 - $397.76 $194,932 - $208,028	-523 Reduced 66.04%	269 $106,000
Q4 2023 Feb 13, 2024	SELL	$324.19 - $377.03 $773,841 - $899,970	-2,387 Reduced 75.09%	792 $298,000
Q3 2023 Nov 13, 2023	BUY	$334.95 - $356.2 $914,413 - $972,426	2,730 Added 608.02%	3,179 $1.06 Million
Q2 2023 Aug 10, 2023	BUY	$327.75 - $344.77 $55,389 - $58,266	169 Added 60.36%	449 $154,000
Q1 2023 May 12, 2023	BUY	$318.5 - $343.03 $89,180 - $96,048	280 New	280 $93,000
Q2 2022 Aug 12, 2022	SELL	$298.72 - $351.53 $6.78 Million - $7.98 Million	-22,706 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$326.53 - $367.87 $7.41 Million - $8.35 Million	22,706 New	22,706 $7.87 Million

Others Institutions Holding DIA

# of Institutions

1,336

Shares Held

34.2M

Call Options Held

10.4M

Put Options Held

12.1M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

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