Financial Network Wealth Management LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Financial Network Wealth Management LLC
- $263 Million
- Q2 2024
A detailed history of Financial Network Wealth Management LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Financial Network Wealth Management LLC holds 177,184 shares of EFIV stock, worth $9.83 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
177,184
Previous 165,815
6.86%
Holding current value
$9.83 Million
Previous $8.32 Million
13.14%
% of portfolio
3.58%
Previous 3.94%
Shares
2 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