Journey Strategic Wealth LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Journey Strategic Wealth LLC

  • $2.25 Billion
  • Q1 2024

A detailed history of Journey Strategic Wealth LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 6,031 shares of EFIV stock, worth $323,321. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,031
Previous 9,134 33.97%
Holding current value
$323,321
Previous $421,000 27.55%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$45.34 - $50.65 $140,690 - $157,166
-3,103 Reduced 33.97%
6,031 $305,000
Q4 2023

Feb 09, 2024
SELL
$40.0 - $46.3 $8,520 - $9,861
-213 Reduced 2.28%
9,134 $421,000
Q3 2023

Nov 08, 2023
BUY
$41.29 - $44.55 $17,589 - $18,978
426 Added 4.78%
9,347 $387,000
Q2 2023

Aug 14, 2023
BUY
$39.12 - $43.05 $5,633 - $6,199
144 Added 1.64%
8,921 $384,000
Q1 2023

May 11, 2023
BUY
$36.26 - $39.92 $54,208 - $59,680
1,495 Added 20.53%
8,777 $346,000
Q4 2022

Feb 14, 2023
BUY
$35.77 - $39.09 $260,477 - $284,653
7,282 New
7,282 $266,000

Others Institutions Holding EFIV

# of Institutions
91
Shares Held
4.04M
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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