Number of Shares
11,326.00
Current Holdings Value*
$4.99 Mil
% of Portfolio
0.85%
Total Estimate Gain
$-3.90 Mil
% of Total Estimate Gain
-1.99%

USA FINANCIAL FORMULAS's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-06-30, USA FINANCIAL FORMULAS held 11,326.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $4.99 Mil. This investment constitutes 0.85% of their stock portfolio, and USA FINANCIAL FORMULAS now holds 0.01% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2018Q2. And since then USA FINANCIAL FORMULAS has made 11 purchases of DIA, at an average price of $411.77, for a total of 475,984.00 shares. In addition, there have been 15 sales at an average price of $402.56 for 464,658.00 shares. Based on historical transaction data and DIA's current price of $444.96, USA FINANCIAL FORMULAS's estimated gain on his DIA holdings is $-3.90 Mil, reflecting a -1.99% gain to date.

USA FINANCIAL FORMULAS DIA ($444.96) Holding Chart

USA FINANCIAL FORMULAS DIA ($444.96) 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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