Number of Shares
11,837.00
Current Holdings Value*
$4.97 Mil
% of Portfolio
0.11%
Total Estimate Gain
$8.53 Mil
% of Total Estimate Gain
12.66%

Apollon Wealth Management, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-03-31, Apollon Wealth Management, LLC held 11,837.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $4.97 Mil. This investment constitutes 0.11% of their stock portfolio, and Apollon Wealth Management, LLC now holds 0.01% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2020Q2. And since then Apollon Wealth Management, LLC has made 12 purchases of DIA, at an average price of $370.30, for a total of 182,070.00 shares. In addition, there have been 8 sales at an average price of $415.35 for 170,233.00 shares. Based on historical transaction data and DIA's current price of $443.26, Apollon Wealth Management, LLC's estimated gain on his DIA holdings is $8.53 Mil, reflecting a 12.66% gain to date.

Apollon Wealth Management, LLC DIA ($443.26) Holding Chart

Apollon Wealth Management, 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 %

Top Ranked Articles

  • 1