DB Wealth Management Group, LLC DIA Holdings History
DB Wealth Management Group, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2023-12-31, DB Wealth Management Group, LLC held 4,124.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $1.55 Mil. This investment constitutes 0.88% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2020Q4. And since then DB Wealth Management Group, LLC has made 3 purchases of DIA, at an average price of $302.54, for a total of 14,976.00 shares. In addition, there have been 9 sales at an average price of $347.96 for 10,852.00 shares. Based on historical transaction data and DIA's current price of $443.28, DB Wealth Management Group, LLC's estimated gain on his DIA holdings is $1.07 Mil, reflecting a 23.69% gain to date.
DB Wealth Management Group, LLC DIA ($443.28) Holding Chart
DB Wealth Management Group, LLC DIA ($443.28) 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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