Laurel Wealth Planning LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Laurel Wealth Planning LLC
- $155 Million
- Q4 2024
A detailed history of Laurel Wealth Planning LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 212,603 shares of EFIV stock, worth $11.7 Million. This represents 7.75% of its overall portfolio holdings.
Number of Shares
212,603
Previous 215,191
1.2%
Holding current value
$11.7 Million
Previous $12 Million
0.08%
% of portfolio
7.75%
Previous 7.84%
Shares
5 transactions
Others Institutions Holding EFIV
# of Institutions
121Shares Held
5.11MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$42.6 Million2.16% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$21 Million1.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC358KShares$19.8 Million0.01% of portfolio
-
Koss Olinger Consulting, LLC357KShares$19.7 Million1.77% of portfolio
-
Private Advisor Group, LLC241KShares$13.3 Million0.08% of portfolio