Kwb Wealth Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
A detailed history of Kwb Wealth transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Kwb Wealth holds 5,454 shares of EFIV stock, worth $316,113. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,454
Previous 6,736
19.03%
Holding current value
$316,113
Previous $357,000
14.85%
% of portfolio
0.04%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding EFIV
# of Institutions
109Shares Held
4.87MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$44.7 Million1.77% of portfolio
-
Retirement Capital Strategies685KShares$39.7 Million14.99% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$22 Million1.18% of portfolio
-
Koss Olinger Consulting, LLC355KShares$20.6 Million1.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC282KShares$16.3 Million0.01% of portfolio