Number of Shares
6,153.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
3.3%
Total Estimate Gain
$629,300.17
% of Total Estimate Gain
24.53%

Objective Capital Management, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-03-31, Objective Capital Management, LLC held 6,153.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $2.58 Mil. This investment constitutes 3.3% of their stock portfolio, and Objective Capital Management, LLC now holds 0.01% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 8 purchases of DIA, at an average price of $344.01, for a total of 7,459.00 shares. In addition, there have been 4 sales at an average price of $370.54 for 1,306.00 shares. Based on historical transaction data and DIA's current price of $440.65, Objective Capital Management, LLC's estimated gain on his DIA holdings is $629,300.17, reflecting a 24.53% gain to date.

Objective Capital Management, LLC DIA ($440.65) Holding Chart

Objective Capital Management, LLC DIA ($440.65) 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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