Number of Shares
65,482.00
Current Holdings Value*
$26.05 Mil
% of Portfolio
4.7%
Total Estimate Gain
$28.56 Mil
% of Total Estimate Gain
75.82%

Financial Advisory Group's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2024-03-31, Financial Advisory Group held 65,482.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $26.05 Mil. This investment constitutes 4.7% of their stock portfolio, and Financial Advisory Group now holds -% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2015Q2. And since then Financial Advisory Group has made 2 purchases of DIA, at an average price of $179.61, for a total of 209,691.00 shares. In addition, there have been 25 sales at an average price of $263.62 for 144,209.00 shares. Based on historical transaction data and DIA's current price of $430.70, Financial Advisory Group's estimated gain on his DIA holdings is $28.56 Mil, reflecting a 75.82% gain to date.

Financial Advisory Group DIA ($430.70) Holding Chart

Financial Advisory Group DIA ($430.70) 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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