Ci Private Wealth, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Ci Private Wealth, LLC holds 13,847 shares of EFIV stock, worth $768,231. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,847
Previous 13,787
0.44%
Holding current value
$768,231
Previous $698,000
5.3%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding EFIV
# of Institutions
107Shares Held
4.64MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$42.8 Million1.55% of portfolio
-
Retirement Capital Strategies698KShares$38.7 Million14.91% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$21.1 Million1.2% of portfolio
-
Koss Olinger Consulting, LLC352KShares$19.5 Million1.74% of portfolio
-
Laurel Wealth Planning LLC Edina, MN222KShares$12.3 Million8.21% of portfolio