Arete Wealth Advisors, LLC DIA Holdings History
Arete Wealth Advisors, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held 3,713.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $1.56 Mil. This investment constitutes 0.12% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2018Q2. And since then Arete Wealth Advisors, LLC has made 17 purchases of DIA, at an average price of $302.44, for a total of 29,829.00 shares. In addition, there have been 12 sales at an average price of $408.92 for 26,116.00 shares. Based on historical transaction data and DIA's current price of $443.26, Arete Wealth Advisors, LLC's estimated gain on his DIA holdings is $3.30 Mil, reflecting a 36.62% gain to date.
Arete Wealth Advisors, LLC DIA ($443.26) Holding Chart
Arete Wealth Advisors, 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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