Capital Advisory Group Advisory Services, LLC DIA Holdings History
Capital Advisory Group Advisory Services, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-06-30, Capital Advisory Group Advisory Services, LLC held 10,989.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $4.84 Mil. This investment constitutes 1.74% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0.01% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2018Q2. And since then Capital Advisory Group Advisory Services, LLC has made 16 purchases of DIA, at an average price of $285.90, for a total of 58,003.00 shares. In addition, there have been 11 sales at an average price of $304.20 for 47,014.00 shares. Based on historical transaction data and DIA's current price of $443.57, Capital Advisory Group Advisory Services, LLC's estimated gain on his DIA holdings is $2.59 Mil, reflecting a 15.64% gain to date.
Capital Advisory Group Advisory Services, LLC DIA ($443.57) Holding Chart
Capital Advisory Group Advisory Services, LLC 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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