Mission Wealth Management, LP Spdr Dow Jones Industrial Average ETF Trust Transaction History

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Mission Wealth Management, LP holds 4,272 shares of DIA stock, worth $1.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,272
Previous 4,670 8.52%
Holding current value
$1.8 Million
Previous $1.99 Million 9.76%
% of portfolio
0.04%
Previous 0.05%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$408.78 - $448.82 $162,694 - $178,630
-398 Reduced 8.52%
4,272 $1.79 Million
Q4 2024

Feb 06, 2025
SELL
$417.69 - $450.94 $52,628 - $56,818
-126 Reduced 2.63%
4,670 $1.99 Million
Q3 2024

Oct 31, 2024
BUY
$386.81 - $423.12 $115,656 - $126,512
299 Added 6.65%
4,796 $2.03 Million
Q2 2024

Aug 02, 2024
SELL
$377.31 - $399.95 $316,185 - $335,158
-838 Reduced 15.71%
4,497 $1.76 Million
Q1 2024

Apr 30, 2024
BUY
$372.72 - $397.76 $308,984 - $329,743
829 Added 18.4%
5,335 $2.12 Million
Q4 2023

Feb 05, 2024
BUY
$324.19 - $377.03 $125,137 - $145,533
386 Added 9.37%
4,506 $1.7 Million
Q3 2023

Oct 23, 2023
SELL
$334.95 - $356.2 $100,819 - $107,216
-301 Reduced 6.81%
4,120 $1.38 Million
Q2 2023

Aug 04, 2023
BUY
$327.75 - $344.77 $19,665 - $20,686
60 Added 1.38%
4,421 $1.52 Million
Q1 2023

Apr 07, 2023
BUY
$318.5 - $343.03 $318 - $343
1 Added 0.02%
4,361 $1.45 Million
Q4 2022

Feb 02, 2023
BUY
$291.96 - $346.06 $291 - $346
1 Added 0.02%
4,360 $1.44 Million
Q3 2022

Oct 12, 2022
BUY
$287.3 - $341.74 $19,823 - $23,580
69 Added 1.61%
4,359 $1.25 Million
Q2 2022

Jul 27, 2022
BUY
$298.72 - $351.53 $110,825 - $130,417
371 Added 9.47%
4,290 $1.32 Million
Q1 2022

Apr 25, 2022
BUY
$326.53 - $367.87 $979 - $1,103
3 Added 0.08%
3,919 $1.36 Million
Q4 2021

Feb 11, 2022
BUY
$340.01 - $364.84 $354,970 - $380,892
1,044 Added 36.35%
3,916 $1.42 Million
Q3 2021

Nov 05, 2021
BUY
$338.29 - $356.57 $8,457 - $8,914
25 Added 0.88%
2,872 $972,000
Q2 2021

Aug 10, 2021
BUY
$331.45 - $347.9 $129,928 - $136,376
392 Added 15.97%
2,847 $982,000
Q4 2020

Jan 19, 2021
SELL
$265.06 - $305.79 $46,385 - $53,513
-175 Reduced 6.65%
2,455 $751,000
Q1 2020

Apr 10, 2020
SELL
$186.13 - $295.72 $432,938 - $687,844
-2,326 Reduced 46.93%
2,630 $577,000
Q4 2019

Jan 21, 2020
BUY
$260.72 - $286.33 $448,699 - $492,773
1,721 Added 53.2%
4,956 $1.41 Million
Q3 2019

Oct 16, 2019
BUY
$255.08 - $273.6 $153,048 - $164,160
600 Added 22.77%
3,235 $871,000
Q1 2019

May 14, 2019
SELL
$226.72 - $260.89 $15,416 - $17,740
-68 Reduced 2.52%
2,635 $683,000
Q2 2018

Aug 08, 2018
BUY
$236.15 - $253.39 $16,058 - $17,230
68 Added 2.58%
2,703 $656,000
Q4 2017

Feb 09, 2018
SELL
$225.24 - $248.13 $150,910 - $166,247
-670 Reduced 20.27%
2,635 $652,000
Q2 2017

Aug 11, 2017
BUY
N/A
3,305
3,305 $705,000

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
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