Milestone Investment Advisors LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Milestone Investment Advisors LLC
- $349 Million
- Q1 2025
A detailed history of Milestone Investment Advisors LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 815 shares of EFIV stock, worth $42,885. This represents 0.01% of its overall portfolio holdings.
Number of Shares
815
Previous 812
0.37%
Holding current value
$42,885
Previous $45,000
4.44%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding EFIV
# of Institutions
122Shares Held
5.47MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$40.6 Million2.18% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$20 Million1.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC358KShares$18.9 Million0.01% of portfolio
-
Koss Olinger Consulting, LLC357KShares$18.8 Million1.77% of portfolio
-
Financial Network Wealth Management LLC Draper, UT245KShares$12.9 Million4.62% of portfolio