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 $275,122. This represents 0.06% of its overall portfolio holdings.

Number of Shares
642
Previous 642 -0.0%
Holding current value
$275,122
Previous $255,000 1.57%
% of portfolio
0.06%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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