Number of Shares
46,444.00
Current Holdings Value*
$15.97 Mil
% of Portfolio
10.18%
Total Estimate Gain
$14.51 Mil
% of Total Estimate Gain
15.32%

PIERSHALE FINANCIAL GROUP, INC.'s SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2023-06-30, PIERSHALE FINANCIAL GROUP, INC. held 46,444.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $15.97 Mil. This investment constitutes 10.18% of their stock portfolio, and PIERSHALE FINANCIAL GROUP, INC. now holds 0.06% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2015Q4. And since then PIERSHALE FINANCIAL GROUP, INC. has made 13 purchases of DIA, at an average price of $273.69, for a total of 346,005.00 shares. In addition, there have been 6 sales at an average price of $295.08 for 299,561.00 shares. Based on historical transaction data and DIA's current price of $448.09, PIERSHALE FINANCIAL GROUP, INC.'s estimated gain on his DIA holdings is $14.51 Mil, reflecting a 15.32% gain to date.

PIERSHALE FINANCIAL GROUP, INC. DIA ($448.09) Holding Chart

PIERSHALE FINANCIAL GROUP, INC. DIA ($448.09) 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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