Number of Shares
52,512.00
Current Holdings Value*
$22.06 Mil
% of Portfolio
3.09%
Total Estimate Gain
$6.27 Mil
% of Total Estimate Gain
13.89%

Atlas Private Wealth Advisors's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-03-31, Atlas Private Wealth Advisors held 52,512.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $22.06 Mil. This investment constitutes 3.09% of their stock portfolio, and Atlas Private Wealth Advisors now holds 0.06% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2020Q2. And since then Atlas Private Wealth Advisors has made 8 purchases of DIA, at an average price of $370.34, for a total of 121,852.00 shares. In addition, there have been 5 sales at an average price of $405.29 for 69,340.00 shares. Based on historical transaction data and DIA's current price of $443.57, Atlas Private Wealth Advisors's estimated gain on his DIA holdings is $6.27 Mil, reflecting a 13.89% gain to date.

Atlas Private Wealth Advisors DIA ($443.57) Holding Chart

Atlas Private Wealth Advisors DIA ($443.57) 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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