Number of Shares
257,426.00
Current Holdings Value*
$108.09 Mil
% of Portfolio
14.03%
Total Estimate Gain
$3.29 Mil
% of Total Estimate Gain
1.85%

Pinkerton Retirement Specialists, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-03-31, Pinkerton Retirement Specialists, LLC held 257,426.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $108.09 Mil. This investment constitutes 14.03% of their stock portfolio, and Pinkerton Retirement Specialists, LLC now holds 0.28% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2022Q1. And since then Pinkerton Retirement Specialists, LLC has made 6 purchases of DIA, at an average price of $399.39, for a total of 444,368.00 shares. In addition, there have been 4 sales at an average price of $356.59 for 186,942.00 shares. Based on historical transaction data and DIA's current price of $443.26, Pinkerton Retirement Specialists, LLC's estimated gain on his DIA holdings is $3.29 Mil, reflecting a 1.85% gain to date.

Pinkerton Retirement Specialists, LLC DIA ($443.26) Holding Chart

Pinkerton Retirement Specialists, 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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