Number of Shares
12,647.00
Current Holdings Value*
$4.24 Mil
% of Portfolio
9.48%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
3.20%

Johnson Midwest Financial, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2023-09-30, Johnson Midwest Financial, LLC held 12,647.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $4.24 Mil. This investment constitutes 9.48% of their stock portfolio, and Johnson Midwest Financial, LLC now holds 0.02% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2020Q4. And since then Johnson Midwest Financial, LLC has made 7 purchases of DIA, at an average price of $346.35, for a total of 103,066.00 shares. In addition, there have been 4 sales at an average price of $346.18 for 90,419.00 shares. Based on historical transaction data and DIA's current price of $438.00, Johnson Midwest Financial, LLC's estimated gain on his DIA holdings is $1.14 Mil, reflecting a 3.20% gain to date.

Johnson Midwest Financial, LLC DIA ($438.00) Holding Chart

Johnson Midwest Financial, LLC DIA ($438.00) 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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