Lewis Asset Management, LLC DIA Holdings History
Lewis Asset Management, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-06-30, Lewis Asset Management, LLC held 8,155.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $3.59 Mil. This investment constitutes 1.69% of their stock portfolio, and Lewis Asset Management, LLC now holds 0.01% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2025Q2. And since then Lewis Asset Management, LLC has made 1 purchases of DIA, at an average price of $415.03, for a total of 8,155.00 shares. Based on historical transaction data and DIA's current price of $444.46, Lewis Asset Management, LLC's estimated gain on his DIA holdings is $240,001.65, reflecting a 7.09% gain to date.
Lewis Asset Management, LLC DIA ($444.46) Holding Chart
Lewis Asset Management, LLC DIA ($444.46) 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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