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

Levy Wealth Management Group, LLC

$390 Million
Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 642 shares of DIA stock, worth $266,661. This represents 0.06% of its overall portfolio holdings.

Number of Shares

642

Previous 642 -0.0%

Holding current value

$266,661

Previous $255,000 1.57%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$324.19 - $377.03 $67,755 - $78,799	-209 Reduced 24.56%	642 $241,000
Q3 2023 Oct 24, 2023	BUY	$334.95 - $356.2 $334 - $356	1 Added 0.12%	851 $285,000
Q2 2023 Jul 21, 2023	BUY	$327.75 - $344.77 $69,155 - $72,746	211 Added 33.02%	850 $292,000
Q4 2022 Feb 08, 2023	BUY	$291.96 - $346.06 $186,562 - $221,132	639 New	639 $211,000
Q2 2022 Jul 27, 2022	SELL	$298.72 - $351.53 $190,882 - $224,627	-639 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	$340.01 - $364.84 $40,801 - $43,780	-120 Reduced 15.81%	639 $232,000
Q2 2021 Aug 10, 2021	SELL	$331.45 - $347.9 $61,649 - $64,709	-186 Reduced 19.68%	759 $262,000
Q4 2020 Feb 10, 2021	BUY	$265.06 - $305.79 $250,481 - $288,971	945 New	945 $289,000

Others Institutions Holding DIA

# of Institutions

1,454

Shares Held

36.7M

Call Options Held

10.2M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Levy Wealth Management Group, LLC with notifications on news.

Account

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