Number of Shares
80,828.00
Current Holdings Value*
$35.66 Mil
% of Portfolio
3.07%
Total Estimate Gain
$12.62 Mil
% of Total Estimate Gain
24.27%

Heck Capital Advisors, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-06-30, Heck Capital Advisors, LLC held 80,828.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $35.66 Mil. This investment constitutes 3.07% of their stock portfolio, and Heck Capital Advisors, LLC now holds 0.1% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2020Q2. And since then Heck Capital Advisors, LLC has made 7 purchases of DIA, at an average price of $300.15, for a total of 173,292.00 shares. In addition, there have been 5 sales at an average price of $305.50 for 92,464.00 shares. Based on historical transaction data and DIA's current price of $450.21, Heck Capital Advisors, LLC's estimated gain on his DIA holdings is $12.62 Mil, reflecting a 24.27% gain to date.

Heck Capital Advisors, LLC DIA ($450.21) Holding Chart

Heck Capital 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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