Kingsview Wealth Management, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 3,902 shares of EFIV stock, worth $226,979. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,902
Previous 4,400 11.32%
Holding current value
$226,979
Previous $233,000 6.87%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$50.43 - $55.76 $25,114 - $27,768
-498 Reduced 11.32%
3,902 $217,000
Q2 2024

Aug 14, 2024
SELL
$47.87 - $53.62 $54,476 - $61,019
-1,138 Reduced 20.55%
4,400 $233,000
Q1 2024

May 09, 2024
SELL
$45.34 - $50.65 $156,060 - $174,337
-3,442 Reduced 38.33%
5,538 $280,000
Q4 2023

Feb 08, 2024
SELL
$40.0 - $46.3 $82,640 - $95,655
-2,066 Reduced 18.7%
8,980 $414,000
Q3 2023

Nov 07, 2023
SELL
$41.29 - $44.55 $73,826 - $79,655
-1,788 Reduced 13.93%
11,046 $458,000
Q2 2023

Aug 10, 2023
SELL
$39.12 - $43.05 $26,484 - $29,144
-677 Reduced 5.01%
12,834 $552,000
Q1 2023

May 15, 2023
SELL
$36.26 - $39.92 $290,732 - $320,078
-8,018 Reduced 37.24%
13,511 $532,000
Q4 2022

Feb 13, 2023
SELL
$34.22 - $39.09 $80,930 - $92,447
-2,365 Reduced 9.9%
21,529 $789,000
Q3 2022

Nov 14, 2022
BUY
$34.04 - $41.19 $401,195 - $485,465
11,786 Added 97.34%
23,894 $813,000
Q2 2022

Aug 16, 2022
BUY
$35.19 - $43.89 $426,080 - $531,420
12,108 New
12,108 $439,000

Others Institutions Holding EFIV

# of Institutions
115
Shares Held
4.9M
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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