Intergy Private Wealth, LLC DIA Holdings History
Intergy Private Wealth, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-03-31, Intergy Private Wealth, LLC held 14,824.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $6.22 Mil. This investment constitutes 2.37% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0.02% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2021Q4. And since then Intergy Private Wealth, LLC has made 9 purchases of DIA, at an average price of $354.33, for a total of 25,155.00 shares. In addition, there have been 4 sales at an average price of $337.34 for 10,331.00 shares. Based on historical transaction data and DIA's current price of $443.26, Intergy Private Wealth, LLC's estimated gain on his DIA holdings is $1.14 Mil, reflecting a 12.82% gain to date.
Intergy Private Wealth, LLC DIA ($443.26) Holding Chart
Intergy Private Wealth, LLC DIA ($443.26) 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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