Laurel Wealth Planning LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Laurel Wealth Planning LLC

  • $153 Million
  • Q3 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 215,191 shares of EFIV stock, worth $12 Million. This represents 7.84% of its overall portfolio holdings.

Number of Shares
215,191
Previous 222,197 3.15%
Holding current value
$12 Million
Previous $11.8 Million 1.7%
% of portfolio
7.84%
Previous 8.21%

Shares

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

Oct 28, 2024
SELL
$50.43 - $55.76 $353,312 - $390,654
-7,006 Reduced 3.15%
215,191 $12 Million
Q2 2024

Jul 25, 2024
SELL
$47.87 - $53.62 $195,596 - $219,091
-4,086 Reduced 1.81%
222,197 $11.8 Million
Q1 2024

Apr 22, 2024
SELL
$45.34 - $50.65 $82,836 - $92,537
-1,827 Reduced 0.8%
226,283 $11.5 Million
Q4 2023

Feb 09, 2024
BUY
$40.0 - $46.3 $9.12 Million - $10.6 Million
228,110 New
228,110 $10.5 Million

Others Institutions Holding EFIV

# of Institutions
111
Shares Held
4.88M
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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