Sax Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 571 shares of DIA stock, worth $269,397. This represents 0.01% of its overall portfolio holdings.

Number of Shares
571
Previous 561 1.78%
Holding current value
$269,397
Previous $260,000 3.46%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$454.87 - $482.76 $4,548 - $4,827
10 Added 1.78%
571 $269,000
Q3 2025

Oct 20, 2025
SELL
$435.72 - $463.74 $70,586 - $75,125
-162 Reduced 22.41%
561 $260,000
Q2 2025

Jul 23, 2025
SELL
$376.48 - $440.65 $321,513 - $376,315
-854 Reduced 54.15%
723 $318,000
Q4 2024

Jan 15, 2025
SELL
$417.69 - $450.94 $87,714 - $94,697
-210 Reduced 11.75%
1,577 $671,000
Q3 2024

Oct 17, 2024
SELL
$386.81 - $423.12 $3,094 - $3,384
-8 Reduced 0.45%
1,787 $756,000
Q2 2024

Jul 12, 2024
BUY
$377.31 - $399.95 $377 - $399
1 Added 0.06%
1,795 $702,000
Q1 2024

May 13, 2024
BUY
$372.72 - $397.76 $4,472 - $4,773
12 Added 0.67%
1,794 $713,000
Q4 2023

Feb 14, 2024
BUY
$324.19 - $377.03 $324 - $377
1 Added 0.06%
1,782 $671,000
Q3 2023

Nov 07, 2023
SELL
$334.95 - $356.2 $3,014 - $3,205
-9 Reduced 0.5%
1,781 $596,000
Q2 2023

Aug 10, 2023
BUY
$327.75 - $344.77 $327 - $344
1 Added 0.06%
1,790 $615,000
Q1 2023

May 05, 2023
SELL
$318.5 - $343.03 $89,180 - $96,048
-280 Reduced 13.53%
1,789 $595,000
Q4 2022

Feb 06, 2023
BUY
$291.96 - $346.06 $141,600 - $167,839
485 Added 30.62%
2,069 $685,000
Q1 2022

Aug 11, 2022
SELL
$326.53 - $367.87 $44,081 - $49,662
-135 Reduced 7.85%
1,584 $549,000
Q1 2022

Apr 20, 2022
SELL
$326.53 - $367.87 $47,020 - $52,973
-144 Reduced 7.73%
1,719 $596,000
Q4 2021

Feb 07, 2022
BUY
$340.01 - $364.84 $340 - $364
1 Added 0.05%
1,863 $677,000
Q3 2021

Dec 10, 2021
SELL
$338.29 - $356.57 $53,788 - $56,694
-159 Reduced 7.87%
1,862 $630,000
Q1 2021

May 14, 2021
BUY
$299.81 - $331.66 $599 - $663
2 Added 0.1%
2,021 $667,000
Q4 2020

Feb 16, 2021
BUY
$265.06 - $305.79 $535,156 - $617,390
2,019 New
2,019 $617,000

Others Institutions Holding DIA

# of Institutions
1,518
Shares Held
33.6M
Call Options Held
9.2M
Put Options Held
14.5M
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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