Laurel Wealth Planning LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Laurel Wealth Planning LLC
- $145 Million
- Q1 2025
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 197,527 shares of EFIV stock, worth $11.6 Million. This represents 7.29% of its overall portfolio holdings.
Number of Shares
197,527
Previous 212,603
7.09%
Holding current value
$11.6 Million
Previous $12 Million
12.0%
% of portfolio
7.29%
Previous 7.75%
Shares
6 transactions
Others Institutions Holding EFIV
# of Institutions
119Shares Held
5.35MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$45.3 Million2.18% of portfolio
-
Koss Olinger Consulting, LLC467KShares$27.4 Million2.12% of portfolio
-
Baltimore Washington Financial Advisors, Inc.379KShares$22.2 Million1.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC357KShares$21 Million0.01% of portfolio
-
Tompkins Financial Corp264KShares$15.5 Million1.45% of portfolio