Denver Wealth Management, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Denver Wealth Management, Inc.

$185 Million
Q2 2024

A detailed history of Denver Wealth Management, Inc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 10,026 shares of EFIV stock, worth $556,242. This represents 0.29% of its overall portfolio holdings.

Number of Shares

10,026

Previous 8,249 21.54%

Holding current value

$556,242

Previous $417,000 27.58%

% of portfolio

0.29%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$47.87 - $53.62 $85,064 - $95,282	1,777 Added 21.54%	10,026 $532,000
Q1 2024 Apr 18, 2024	BUY	$45.34 - $50.65 $98,886 - $110,467	2,181 Added 35.94%	8,249 $417,000
Q4 2023 Jan 23, 2024	BUY	$40.0 - $46.3 $1,600 - $1,852	40 Added 0.66%	6,068 $280,000
Q3 2023 Oct 24, 2023	BUY	$41.29 - $44.55 $3,138 - $3,385	76 Added 1.28%	6,028 $250,000
Q2 2023 Jul 17, 2023	BUY	$39.12 - $43.05 $2,386 - $2,626	61 Added 1.04%	5,952 $256,000
Q1 2023 May 04, 2023	BUY	$36.26 - $39.92 $11,675 - $12,854	322 Added 5.78%	5,891 $232,000
Q4 2022 Jan 27, 2023	BUY	$34.22 - $39.09 $190,571 - $217,692	5,569 New	5,569 $0

Others Institutions Holding EFIV

# of Institutions

107

Shares Held

4.64M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Denver Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Denver Wealth Management, Inc. with notifications on news.

Account

Denver Wealth Management, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History