Capital Analysts, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024

A detailed history of Capital Analysts, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Capital Analysts, LLC holds 20,142 shares of EFIV stock, worth $1.16 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,142
Previous 20,177 0.17%
Holding current value
$1.16 Million
Previous $1.07 Million 4.86%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$50.43 - $55.76 $1,765 - $1,951
-35 Reduced 0.17%
20,142 $1.12 Million
Q2 2024

Aug 14, 2024
BUY
$47.87 - $53.62 $84,682 - $94,853
1,769 Added 9.61%
20,177 $1.07 Million
Q1 2024

May 14, 2024
BUY
$45.34 - $50.65 $834,618 - $932,365
18,408 New
18,408 $932,000

Others Institutions Holding EFIV

# of Institutions
114
Shares Held
5.17M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR S&P 500 ESG E

EFIV Quotes by TradingView
  • Ticker EFIV
  • Sector Technology
More about EFIV
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email