Guardian Wealth Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Guardian Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 850 shares of EFIV stock, worth $53,618. This represents 0.0% of its overall portfolio holdings.

Number of Shares
850
Previous 831 2.29%
Holding current value
$53,618
Previous $44,000 11.36%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$47.24 - $58.55 $897 - $1,112
19 Added 2.29%
850 $49,000
Q1 2025

May 15, 2025
BUY
$52.53 - $58.51 $3,729 - $4,154
71 Added 9.34%
831 $44,000
Q3 2024

Nov 14, 2024
SELL
$50.43 - $55.76 $20,172 - $22,304
-400 Reduced 34.48%
760 $42,000
Q2 2024

Aug 14, 2024
BUY
$47.87 - $53.62 $5,696 - $6,380
119 Added 11.43%
1,160 $61,000
Q4 2023

Feb 14, 2024
BUY
$40.0 - $46.3 $680 - $787
17 Added 1.66%
1,041 $48,000
Q3 2023

Nov 14, 2023
BUY
$41.29 - $44.55 $37,284 - $40,228
903 Added 746.28%
1,024 $42,000
Q2 2023

Aug 14, 2023
BUY
$39.12 - $43.05 $4,733 - $5,209
121 New
121 $5,000

Others Institutions Holding EFIV

# of Institutions
124
Shares Held
5.23M
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
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