Barry Investment Advisors, LLC DJD Holdings History
Barry Investment Advisors, LLC's Invesco Dow Jones Industrial Average Dividend ETF Holding Summary
As of 2025-06-30, Barry Investment Advisors, LLC held 342,626.00 shares of Invesco Dow Jones Industrial Average Dividend ETF(DJD), totaling $18.22 Mil. This investment constitutes 4.54% of their stock portfolio, and Barry Investment Advisors, LLC now holds 5.1% of the outstanding Invesco Dow Jones Industrial Average Dividend ETF(DJD) stock.
The initial trade took place in 2023Q2. And since then Barry Investment Advisors, LLC has made 9 purchases of DJD, at an average price of $44.22, for a total of 342,626.00 shares. Based on historical transaction data and DJD's current price of $54.40, Barry Investment Advisors, LLC's estimated gain on his DJD holdings is $3.49 Mil, reflecting a 23.00% gain to date.
Barry Investment Advisors, LLC DJD ($54.40) Holding Chart
Barry Investment Advisors, LLC DJD ($54.40) 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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