AAF Wealth Management, LLC DIA Holdings History
AAF Wealth Management, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-03-31, AAF Wealth Management, LLC held 18,210.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $7.65 Mil. This investment constitutes 4.13% of their stock portfolio, and AAF Wealth Management, LLC now holds 0.02% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2020Q4. And since then AAF Wealth Management, LLC has made 6 purchases of DIA, at an average price of $332.67, for a total of 73,596.00 shares. In addition, there have been 8 sales at an average price of $319.69 for 55,386.00 shares. Based on historical transaction data and DIA's current price of $442.77, AAF Wealth Management, LLC's estimated gain on his DIA holdings is $1.29 Mil, reflecting a 5.25% gain to date.
AAF Wealth Management, LLC DIA ($442.77) Holding Chart
AAF Wealth Management, LLC DIA ($442.77) 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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