Marks Group Wealth Management, Inc Spdr Dow Jones Industrial Average ETF Trust Transaction History

Marks Group Wealth Management, Inc

  • $1.02 Billion
  • Q2 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 1,623 shares of DIA stock, worth $750,978. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,623
Previous 1,342 20.94%
Holding current value
$750,978
Previous $563,000 27.0%
% of portfolio
0.07%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$376.48 - $440.65 $105,790 - $123,822
281 Added 20.94%
1,623 $715,000
Q4 2024

Jan 29, 2025
BUY
$417.69 - $450.94 $190,048 - $205,177
455 Added 51.3%
1,342 $571,000
Q1 2024

Apr 29, 2024
SELL
$372.72 - $397.76 $76,407 - $81,540
-205 Reduced 18.77%
887 $352,000
Q4 2023

Feb 01, 2024
BUY
$324.19 - $377.03 $29,501 - $34,309
91 Added 9.09%
1,092 $411,000
Q3 2021

Nov 15, 2021
BUY
$338.29 - $356.57 $10,825 - $11,410
32 Added 3.3%
1,001 $339,000
Q2 2021

Aug 10, 2021
SELL
$331.45 - $347.9 $133,905 - $140,551
-404 Reduced 29.42%
969 $334,000
Q1 2021

May 17, 2021
BUY
$299.81 - $331.66 $111,229 - $123,045
371 Added 37.03%
1,373 $453,000
Q1 2020

Apr 23, 2020
SELL
$186.13 - $295.72 $29,408 - $46,723
-158 Reduced 13.62%
1,002 $220,000
Q4 2019

Feb 12, 2020
BUY
$260.72 - $286.33 $302,435 - $332,142
1,160 New
1,160 $331,000

Others Institutions Holding DIA

# of Institutions
1,478
Shares Held
33.6M
Call Options Held
7.39M
Put Options Held
11M
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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