Fiduciary Wealth Partners, LLC DIA Holdings History
Fiduciary Wealth Partners, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-03-31, Fiduciary Wealth Partners, LLC held 4,299.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $1.81 Mil. This investment constitutes 1.56% of their stock portfolio, and Fiduciary Wealth Partners, LLC now holds 0% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2025Q1. And since then Fiduciary Wealth Partners, LLC has made 1 purchases of DIA, at an average price of $432.49, for a total of 4,299.00 shares. Based on historical transaction data and DIA's current price of $447.38, Fiduciary Wealth Partners, LLC's estimated gain on his DIA holdings is $64,012.11, reflecting a 3.44% gain to date.
Fiduciary Wealth Partners, LLC DIA ($447.38) Holding Chart
Fiduciary Wealth Partners, LLC DIA ($447.38) 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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