Number of Shares
13,429.00
Current Holdings Value*
$5.64 Mil
% of Portfolio
3.68%
Total Estimate Gain
$1.40 Mil
% of Total Estimate Gain
25.65%

Guardian Asset Advisors, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-03-31, Guardian Asset Advisors, LLC held 13,429.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $5.64 Mil. This investment constitutes 3.68% of their stock portfolio, and Guardian Asset Advisors, LLC now holds 0.02% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2023Q4. And since then Guardian Asset Advisors, LLC has made 3 purchases of DIA, at an average price of $356.59, for a total of 15,357.00 shares. In addition, there have been 2 sales at an average price of $433.04 for 1,928.00 shares. Based on historical transaction data and DIA's current price of $450.21, Guardian Asset Advisors, LLC's estimated gain on his DIA holdings is $1.40 Mil, reflecting a 25.65% gain to date.

Guardian Asset Advisors, LLC DIA ($450.21) Holding Chart

Guardian Asset Advisors, LLC DIA ($450.21) 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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