Number of Shares
12,175.00
Current Holdings Value*
$5.11 Mil
% of Portfolio
4.49%
Total Estimate Gain
$212,149.72
% of Total Estimate Gain
4.03%

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

As of 2025-03-31, Saxony Capital Management, LLC held 12,175.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $5.11 Mil. This investment constitutes 4.49% of their stock portfolio, and Saxony Capital Management, LLC now holds 0.01% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2024Q4. And since then Saxony Capital Management, LLC has made 2 purchases of DIA, at an average price of $432.78, for a total of 12,175.00 shares. Based on historical transaction data and DIA's current price of $450.21, Saxony Capital Management, LLC's estimated gain on his DIA holdings is $212,149.72, reflecting a 4.03% gain to date.

Saxony Capital Management, LLC DIA ($450.21) Holding Chart

Saxony Capital Management, LLC DIA ($450.21) 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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