Laurel Wealth Planning LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Laurel Wealth Planning LLC
- $151 Million
- Q1 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 226,283 shares of EFIV stock, worth $12.1 Million. This represents 7.61% of its overall portfolio holdings.
Number of Shares
226,283
Previous 228,110
0.8%
Holding current value
$12.1 Million
Previous $10.5 Million
8.73%
% of portfolio
7.61%
Previous 7.46%
Shares
2 transactions
Others Institutions Holding EFIV
# of Institutions
91Shares Held
4.04MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$41.3 Million1.08% of portfolio
-
Integrated Wealth Concepts LLC466KShares$25 Million0.35% of portfolio
-
Baltimore Washington Financial Advisors, Inc.374KShares$20 Million1.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$11.4 Million0.01% of portfolio
-
Principal Financial Group Inc Des Moines, IA204KShares$10.9 Million0.01% of portfolio