Chung Wu Investment Group, LLC DIA Holdings History
Number of Shares
17,950.00
Current Holdings Value*
$7.54 Mil
% of Portfolio
9.01%
Total Estimate Gain
$186,576.10
% of Total Estimate Gain
2.40%
Chung Wu Investment Group, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-03-31, Chung Wu Investment Group, LLC held 17,950.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $7.54 Mil. This investment constitutes 9.01% of their stock portfolio, and Chung Wu Investment Group, LLC now holds 0.02% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2024Q4. And since then Chung Wu Investment Group, LLC has made 1 purchases of DIA, at an average price of $433.05, for a total of 17,950.00 shares. Based on historical transaction data and DIA's current price of $443.44, Chung Wu Investment Group, LLC's estimated gain on his DIA holdings is $186,576.10, reflecting a 2.40% gain to date.
Chung Wu Investment Group, LLC DIA ($443.44) Holding Chart
Chung Wu Investment Group, LLC DIA ($443.44) 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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