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

Marks Group Wealth Management, Inc

  • $996 Million
  • Q1 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 1,342 shares of DIA stock, worth $576,536. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,342
Previous 1,342 -0.0%
Holding current value
$576,536
Previous $571,000 1.4%
% of portfolio
0.06%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,437
Shares Held
34.5M
Call Options Held
8.39M
Put Options Held
10.4M
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
Track This Portfolio

Track Marks Group Wealth Management, Inc Portfolio

Follow Marks Group Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email