Modern Wealth Management, LLC DIA Holdings History
Modern Wealth Management, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-03-31, Modern Wealth Management, LLC held 207,728.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $87.22 Mil. This investment constitutes 2.79% of their stock portfolio, and Modern Wealth Management, LLC now holds 0.23% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2023Q4. And since then Modern Wealth Management, LLC has made 3 purchases of DIA, at an average price of $407.36, for a total of 362,568.00 shares. In addition, there have been 2 sales at an average price of $388.22 for 154,840.00 shares. Based on historical transaction data and DIA's current price of $443.26, Modern Wealth Management, LLC's estimated gain on his DIA holdings is $4.49 Mil, reflecting a 3.04% gain to date.
Modern Wealth Management, LLC DIA ($443.26) Holding Chart
Modern Wealth Management, LLC DIA ($443.26) 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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