Number of Shares
34,473.00
Current Holdings Value*
$14.47 Mil
% of Portfolio
4.01%
Total Estimate Gain
$2.77 Mil
% of Total Estimate Gain
21.55%

Clarity Wealth Advisors, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-03-31, Clarity Wealth Advisors, LLC held 34,473.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $14.47 Mil. This investment constitutes 4.01% of their stock portfolio, and Clarity Wealth Advisors, LLC now holds 0.04% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2019Q4. And since then Clarity Wealth Advisors, LLC has made 19 purchases of DIA, at an average price of $364.10, for a total of 35,360.00 shares. In addition, there have been 2 sales at an average price of $265.46 for 887.00 shares. Based on historical transaction data and DIA's current price of $447.11, Clarity Wealth Advisors, LLC's estimated gain on his DIA holdings is $2.77 Mil, reflecting a 21.55% gain to date.

Clarity Wealth Advisors, LLC DIA ($447.11) Holding Chart

Clarity 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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