Number of Shares
28,358.00
Current Holdings Value*
$12.42 Mil
% of Portfolio
6.36%
Total Estimate Gain
$3.15 Mil
% of Total Estimate Gain
25.89%

Melone Private Wealth, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-06-30, Melone Private Wealth, LLC held 28,358.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $12.42 Mil. This investment constitutes 6.36% of their stock portfolio, and Melone Private Wealth, LLC now holds 0.03% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2021Q4. And since then Melone Private Wealth, LLC has made 14 purchases of DIA, at an average price of $348.58, for a total of 34,872.00 shares. In addition, there have been 1 sales at an average price of $433.05 for 6,514.00 shares. Based on historical transaction data and DIA's current price of $440.15, Melone Private Wealth, LLC's estimated gain on his DIA holdings is $3.15 Mil, reflecting a 25.89% gain to date.

Melone Private Wealth, LLC DIA ($440.15) Holding Chart

Melone Private Wealth, LLC DIA ($440.15) 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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