Marshall Financial Group LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Marshall Financial Group LLC

  • $412 Million
  • Q3 2024

A detailed history of Marshall Financial Group LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Marshall Financial Group LLC holds 6,419 shares of EFIV stock, worth $364,791. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,419
Previous 6,557 2.1%
Holding current value
$364,791
Previous $348,000 2.59%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 16, 2024
SELL
$50.43 - $55.76 $6,959 - $7,694
-138 Reduced 2.1%
6,419 $357,000
Q1 2024

Apr 19, 2024
BUY
$45.34 - $50.65 $19,405 - $21,678
428 Added 6.98%
6,557 $332,000
Q4 2023

Jan 10, 2024
SELL
$40.0 - $46.3 $57,760 - $66,857
-1,444 Reduced 19.07%
6,129 $283,000
Q3 2023

Oct 19, 2023
SELL
$41.29 - $44.55 $1,981 - $2,138
-48 Reduced 0.63%
7,573 $314,000
Q2 2023

Jul 17, 2023
BUY
$39.12 - $43.05 $58,679 - $64,574
1,500 Added 24.51%
7,621 $328,000
Q1 2023

Apr 18, 2023
BUY
$36.26 - $39.92 $221,947 - $244,350
6,121 New
6,121 $241,000

Others Institutions Holding EFIV

# of Institutions
111
Shares Held
5.06M
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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