Number of Shares
24,252.00
Current Holdings Value*
$10.69 Mil
% of Portfolio
5.55%
Total Estimate Gain
$2.09 Mil
% of Total Estimate Gain
23.75%

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

As of 2025-06-30, FOCUS Wealth Advisors, LLC held 24,252.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $10.69 Mil. This investment constitutes 5.55% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0.03% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2023Q3. And since then FOCUS Wealth Advisors, LLC has made 6 purchases of DIA, at an average price of $359.34, for a total of 24,470.00 shares. In addition, there have been 2 sales at an average price of $415.89 for 218.00 shares. Based on historical transaction data and DIA's current price of $444.96, FOCUS Wealth Advisors, LLC's estimated gain on his DIA holdings is $2.09 Mil, reflecting a 23.75% gain to date.

FOCUS Wealth Advisors, LLC DIA ($444.96) Holding Chart

FOCUS Wealth Advisors, LLC DIA ($444.96) 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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