A detailed history of Financial Services Advisory Inc transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Financial Services Advisory Inc holds 33,273 shares of EFIV stock, worth $1.9 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
33,273
Previous 51,250 35.08%
Holding current value
$1.9 Million
Previous $2.72 Million 31.83%
% of portfolio
0.45%
Previous 0.75%

Shares

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

Oct 31, 2024

SELL
$50.43 - $55.76 $906,580 - $1 Million
-17,977 Reduced 35.08%
33,273 $1.86 Million
Q2 2024

Jul 30, 2024

BUY
$47.87 - $53.62 $15,701 - $17,587
328 Added 0.64%
51,250 $2.72 Million
Q1 2024

May 06, 2024

BUY
$45.34 - $50.65 $136 - $151
3 Added 0.01%
50,922 $2.58 Million
Q4 2023

Feb 09, 2024

BUY
$40.0 - $46.3 $2.04 Million - $2.36 Million
50,919 New
50,919 $2.35 Million

Others Institutions Holding EFIV

About SPDR SER TR SPDR S&P 500 ESG E


  • Ticker EFIV
  • Sector Technology
More about EFIV
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