Number of Shares
13,282.00
Current Holdings Value*
$5.58 Mil
% of Portfolio
0.88%
Total Estimate Gain
$16.65 Mil
% of Total Estimate Gain
19.65%

SUMMIT SECURITIES GROUP LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-03-31, SUMMIT SECURITIES GROUP LLC held 13,282.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $5.58 Mil. This investment constitutes 0.88% of their stock portfolio, and SUMMIT SECURITIES GROUP LLC now holds 0.01% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2015Q2. And since then SUMMIT SECURITIES GROUP LLC has made 15 purchases of DIA, at an average price of $237.68, for a total of 356,427.00 shares. In addition, there have been 11 sales at an average price of $278.01 for 343,145.00 shares. Based on historical transaction data and DIA's current price of $449.46, SUMMIT SECURITIES GROUP LLC's estimated gain on his DIA holdings is $16.65 Mil, reflecting a 19.65% gain to date.

SUMMIT SECURITIES GROUP LLC DIA ($449.46) Holding Chart

SUMMIT SECURITIES GROUP LLC DIA ($449.46) 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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