CM WEALTH ADVISORS LLC DIA Holdings History
CM WEALTH ADVISORS LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-03-31, CM WEALTH ADVISORS LLC held 112,941.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $47.49 Mil. This investment constitutes 15.19% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0.13% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2022Q2. And since then CM WEALTH ADVISORS LLC has made 3 purchases of DIA, at an average price of $342.61, for a total of 220,122.00 shares. In addition, there have been 6 sales at an average price of $367.63 for 107,181.00 shares. Based on historical transaction data and DIA's current price of $447.11, CM WEALTH ADVISORS LLC's estimated gain on his DIA holdings is $14.48 Mil, reflecting a 19.21% gain to date.
CM WEALTH ADVISORS LLC DIA ($447.11) Holding Chart
CM WEALTH ADVISORS LLC DIA ($447.11) 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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