Number of Shares
29,515.00
Current Holdings Value*
$12.39 Mil
% of Portfolio
6.97%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
2.99%

Wealth Quarterback LLC's SPDR Dow Jones Industrial Average ETF Holding Summary

As of 2025-03-31, Wealth Quarterback LLC held 29,515.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $12.39 Mil. This investment constitutes 6.97% of their stock portfolio, and Wealth Quarterback LLC now holds 0.03% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.

The initial trade took place in 2020Q4. And since then Wealth Quarterback LLC has made 11 purchases of DIA, at an average price of $353.56, for a total of 111,381.00 shares. In addition, there have been 4 sales at an average price of $339.15 for 81,866.00 shares. Based on historical transaction data and DIA's current price of $433.47, Wealth Quarterback LLC's estimated gain on his DIA holdings is $1.18 Mil, reflecting a 2.99% gain to date.

Wealth Quarterback LLC DIA ($433.47) Holding Chart

Wealth Quarterback LLC DIA ($433.47) 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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