Sharp Financial Services, LLC DIA Holdings History
Sharp Financial Services, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2025-03-31, Sharp Financial Services, LLC held 48,678.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $20.44 Mil. This investment constitutes 15.65% of their stock portfolio, and Sharp Financial Services, LLC now holds 0.05% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2023Q4. And since then Sharp Financial Services, LLC has made 3 purchases of DIA, at an average price of $417.44, for a total of 48,678.00 shares. Based on historical transaction data and DIA's current price of $443.26, Sharp Financial Services, LLC's estimated gain on his DIA holdings is $1.26 Mil, reflecting a 6.18% gain to date.
Sharp Financial Services, LLC DIA ($443.26) Holding Chart
Sharp Financial Services, 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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