Number of Shares
52,518.00
Current Holdings Value*
$23.14 Mil
% of Portfolio
3.18%
Total Estimate Gain
$9.02 Mil
% of Total Estimate Gain
28.63%

Johnson Bixby & Associates, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-06-30, Johnson Bixby & Associates, LLC held 52,518.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $23.14 Mil. This investment constitutes 3.18% of their stock portfolio, and Johnson Bixby & Associates, LLC now holds 0.06% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2020Q4. And since then Johnson Bixby & Associates, LLC has made 10 purchases of DIA, at an average price of $317.60, for a total of 99,211.00 shares. In addition, there have been 8 sales at an average price of $364.98 for 46,693.00 shares. Based on historical transaction data and DIA's current price of $447.27, Johnson Bixby & Associates, LLC's estimated gain on his DIA holdings is $9.02 Mil, reflecting a 28.63% gain to date.

Johnson Bixby & Associates, LLC DIA ($447.27) Holding Chart

Johnson Bixby & Associates, LLC DIA ($447.27) 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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