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

Marks Group Wealth Management, Inc

$967 Million
Q4 2024

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 1,342 shares of DIA stock, worth $598,679. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,342

Previous 887 51.3%

Holding current value

$598,679

Previous $375,000 52.27%

% of portfolio

0.06%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,404

Shares Held

34.8M

Call Options Held

10.1M

Put Options Held

12.2M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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