Mattern Wealth Management LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Mattern Wealth Management LLC

  • $402 Million
  • Q2 2024

A detailed history of Mattern Wealth Management LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Mattern Wealth Management LLC holds 1,105 shares of DIA stock, worth $467,359. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,105
Previous 1,606 31.2%
Holding current value
$467,359
Previous $638,000 32.29%
% of portfolio
0.11%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$377.31 - $399.95 $189,032 - $200,374
-501 Reduced 31.2%
1,105 $432,000
Q1 2024

May 13, 2024
BUY
$372.72 - $397.76 $372 - $397
1 Added 0.06%
1,606 $638,000
Q2 2023

Jul 26, 2023
SELL
$327.75 - $344.77 $32,775 - $34,477
-100 Reduced 5.87%
1,605 $551,000
Q1 2023

May 05, 2023
SELL
$318.5 - $343.03 $143,325 - $154,363
-450 Reduced 20.88%
1,705 $567,000
Q4 2022

Feb 06, 2023
SELL
$291.96 - $346.06 $137,221 - $162,648
-470 Reduced 17.9%
2,155 $714,000
Q2 2022

Jul 25, 2022
SELL
$298.72 - $351.53 $253,912 - $298,800
-850 Reduced 24.46%
2,625 $808,000
Q1 2022

Apr 14, 2022
BUY
$326.53 - $367.87 $512,652 - $577,555
1,570 Added 82.41%
3,475 $1.21 Million
Q3 2020

Nov 12, 2020
BUY
$257.24 - $291.21 $128,620 - $145,605
500 Added 35.59%
1,905 $529,000
Q2 2020

Jul 29, 2020
BUY
$209.38 - $276.28 $294,178 - $388,173
1,405 New
1,405 $362,000

Others Institutions Holding DIA

# of Institutions
1,277
Shares Held
28.4M
Call Options Held
7.09M
Put Options Held
10.1M
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 Mattern Wealth Management LLC Portfolio

Follow Mattern Wealth Management LLC 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 Mattern Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mattern Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email