Latko Wealth Management, Ltd. DIA Holdings History
Latko Wealth Management, Ltd.'s SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-03-31, Latko Wealth Management, Ltd. held 63,816.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $26.80 Mil. This investment constitutes 17.38% of their stock portfolio, and Latko Wealth Management, Ltd. now holds 0.07% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2024Q3. And since then Latko Wealth Management, Ltd. has made 1 purchases of DIA, at an average price of $406.35, for a total of 66,692.00 shares. In addition, there have been 1 sales at an average price of $432.49 for 2,876.00 shares. Based on historical transaction data and DIA's current price of $443.57, Latko Wealth Management, Ltd.'s estimated gain on his DIA holdings is $2.45 Mil, reflecting a 9.04% gain to date.
Latko Wealth Management, Ltd. DIA ($443.57) Holding Chart
Latko Wealth Management, Ltd. DIA ($443.57) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
