Creative Planning Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Creative Planning
- $93.6 Billion
- Q2 2024
A detailed history of Creative Planning transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Creative Planning holds 8,382 shares of EFIV stock, worth $462,183. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,382
Previous 12,464
32.75%
Holding current value
$462,183
Previous $631,000
29.48%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding EFIV
# of Institutions
107Shares Held
4.64MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$42.5 Million1.55% of portfolio
-
Retirement Capital Strategies698KShares$38.5 Million14.91% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$21 Million1.2% of portfolio
-
Koss Olinger Consulting, LLC352KShares$19.4 Million1.74% of portfolio
-
Laurel Wealth Planning LLC Edina, MN222KShares$12.3 Million8.21% of portfolio