FOCUS Wealth Advisors, LLC DIA Holdings History
FOCUS Wealth Advisors, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-03-31, FOCUS Wealth Advisors, LLC held 23,985.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $10.07 Mil. This investment constitutes 5.57% 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 5 purchases of DIA, at an average price of $358.73, for a total of 24,203.00 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 $438.00, FOCUS Wealth Advisors, LLC's estimated gain on his DIA holdings is $1.91 Mil, reflecting a 22.04% gain to date.
FOCUS Wealth Advisors, LLC DIA ($438.00) Holding Chart
FOCUS Wealth Advisors, LLC DIA ($438.00) 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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