LOWERY THOMAS, LLC DIA Holdings History

Number of Shares
6,358.00
Current Holdings Value*
$2.67 Mil
% of Portfolio
1.83%
Total Estimate Gain
$589,269.90
% of Total Estimate Gain
12.15%

LOWERY THOMAS, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-03-31, LOWERY THOMAS, LLC held 6,358.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $2.67 Mil. This investment constitutes 1.83% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0.01% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2021Q4. And since then LOWERY THOMAS, LLC has made 2 purchases of DIA, at an average price of $349.01, for a total of 13,892.00 shares. In addition, there have been 10 sales at an average price of $347.07 for 7,534.00 shares. Based on historical transaction data and DIA's current price of $444.00, LOWERY THOMAS, LLC's estimated gain on his DIA holdings is $589,269.90, reflecting a 12.15% gain to date.

LOWERY THOMAS, LLC DIA ($444.00) Holding Chart

LOWERY THOMAS, LLC DIA ($444.00) 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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