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

Modern Wealth Management, LLC

$3.08 Trillion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 207,567 shares of DIA stock, worth $88.5 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

207,567

Previous 1,280 16116.17%

Holding current value

$88.5 Million

Previous $569 Million 15208.44%

% of portfolio

2.83%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$408.78 - $448.82 $84.3 Million - $92.6 Million	206,287 Added 16116.17%	207,567 $87.2 Billion
Q4 2024 Feb 11, 2025	BUY	$417.69 - $450.94 $150,368 - $162,338	360 Added 39.13%	1,280 $569 Million
Q3 2024 Nov 05, 2024	SELL	$386.81 - $423.12 $73,107 - $79,969	-189 Reduced 17.04%	920 $389 Million
Q2 2024 Aug 07, 2024	SELL	$377.31 - $399.95 $593,885 - $629,521	-1,574 Reduced 58.67%	1,109 $434 Million
Q1 2024 May 13, 2024	SELL	$372.72 - $397.76 $18.2 Million - $19.4 Million	-48,747 Reduced 94.78%	2,683 $1.06 Billion
Q4 2023 Feb 14, 2024	BUY	$324.19 - $377.03 $16.7 Million - $19.4 Million	51,430 New	51,430 $19.4 Billion

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

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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