Number of Shares
17,602.00
Current Holdings Value*
$7.39 Mil
% of Portfolio
3.42%
Total Estimate Gain
$2.42 Mil
% of Total Estimate Gain
40.11%

1 NORTH WEALTH SERVICES LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-03-31, 1 NORTH WEALTH SERVICES LLC held 17,602.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $7.39 Mil. This investment constitutes 3.42% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.02% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2018Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 2 purchases of DIA, at an average price of $309.91, for a total of 19,477.00 shares. In addition, there have been 3 sales at an average price of $349.45 for 1,875.00 shares. Based on historical transaction data and DIA's current price of $443.26, 1 NORTH WEALTH SERVICES LLC's estimated gain on his DIA holdings is $2.42 Mil, reflecting a 40.11% gain to date.

1 NORTH WEALTH SERVICES LLC DIA ($443.26) Holding Chart

1 NORTH WEALTH SERVICES LLC DIA ($443.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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