Number of Shares
168,821.00
Current Holdings Value*
$71.83 Mil
% of Portfolio
6.46%
Total Estimate Gain
$17.80 Mil
% of Total Estimate Gain
20.65%

Campbell Wealth Management's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2024-12-31, Campbell Wealth Management held 168,821.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $71.83 Mil. This investment constitutes 6.46% of their stock portfolio, and Campbell Wealth Management now holds 0.19% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2018Q4. And since then Campbell Wealth Management has made 22 purchases of DIA, at an average price of $340.22, for a total of 253,446.00 shares. In addition, there have been 2 sales at an average price of $346.78 for 84,625.00 shares. Based on historical transaction data and DIA's current price of $442.38, Campbell Wealth Management's estimated gain on his DIA holdings is $17.80 Mil, reflecting a 20.65% gain to date.

Campbell Wealth Management DIA ($442.38) Holding Chart

Campbell Wealth Management DIA ($442.38) 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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