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

Journey Strategic Wealth LLC

$2.71 Billion
Q3 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 4,993 shares of EFIV stock, worth $289,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,993

Previous 6,022 17.09%

Holding current value

$289,394

Previous $319,000 12.85%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$50.43 - $55.76 $51,892 - $57,377	-1,029 Reduced 17.09%	4,993 $278,000
Q2 2024 Aug 14, 2024	SELL	$47.87 - $53.62 $430 - $482	-9 Reduced 0.15%	6,022 $319,000
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	$34.22 - $39.09 $249,190 - $284,653	7,282 New	7,282 $266,000

Others Institutions Holding EFIV

# of Institutions

109

Shares Held

4.87M

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 Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Account

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