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

Jackson Wealth Management, LLC

$589 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$186.13 - $295.72 $3.37 Million - $5.35 Million	-18,090 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$260.72 - $286.33 $137,399 - $150,895	527 Added 3.0%	18,090 $5.24 Million
Q3 2019 Nov 07, 2019	BUY	$255.08 - $273.6 $1.88 Million - $2.01 Million	7,358 Added 72.1%	17,563 $4.65 Million
Q2 2019 Jul 12, 2019	BUY	$248.22 - $268.08 $2.53 Million - $2.74 Million	10,205 New	10,205 $2.75 Million
Q4 2018 Jan 24, 2019	SELL	$218.1 - $267.95 $4.28 Million - $5.25 Million	-19,609 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$241.66 - $267.12 $753,254 - $832,613	-3,117 Reduced 13.72%	19,609 $5.19 Million
Q2 2018 Aug 08, 2018	BUY	$236.15 - $253.39 $2.68 Million - $2.88 Million	11,369 Added 100.11%	22,726 $5.77 Million
Q1 2018 May 03, 2018	SELL	$235.13 - $265.91 $443,925 - $502,038	-1,888 Reduced 14.25%	11,357 $2.75 Million
Q3 2017 Nov 09, 2017	BUY	$216.53 - $223.9 $2.87 Million - $2.97 Million	13,245	13,245 $3.02 Million

Others Institutions Holding DIA

# of Institutions

1,332

Shares Held

34M

Call Options Held

10.4M

Put Options Held

12.1M

Morgan Stanley New York, NY

3.44M
Shares

$1.49 Billion
0.11% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.4M
Shares

$1.48 Billion
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.6M
Shares

$1.13 Billion
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

2.05M
Shares

$892 Million
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

1.44M
Shares

$624 Million
0.28% of portfolio

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

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