Orgel Wealth Management, LLC Spdr Index Shs Fds Msci Eafe S Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Spdr Index Shs Fds Msci Eafe S stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 4,310 shares of QEFA stock, worth $322,474. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,310

Previous 4,310 -0.0%

Holding current value

$322,474

Previous $322,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$72.83 - $78.0 $28,767 - $30,810	395 Added 10.09%	4,310 $322,000
Q4 2023 Jan 11, 2024	SELL	$64.42 - $73.18 $24,737 - $28,101	-384 Reduced 8.93%	3,915 $286,000
Q3 2023 Oct 26, 2023	SELL	$66.72 - $71.82 $468,708 - $504,535	-7,025 Reduced 62.04%	4,299 $288,000
Q2 2023 Jul 10, 2023	SELL	$68.15 - $71.82 $15.8 Million - $16.6 Million	-231,319 Reduced 95.33%	11,324 $791,000
Q1 2023 Apr 06, 2023	BUY	$64.55 - $69.63 $4,131 - $4,456	64 Added 0.03%	242,643 $16.8 Million
Q4 2022 Jan 17, 2023	BUY	$57.54 - $66.5 $2.84 Million - $3.29 Million	49,411 Added 25.58%	242,579 $0
Q3 2022 Oct 25, 2022	BUY	N/A	167,336 Added 647.79%	193,168 $10.8 Million
Q2 2022 Jul 13, 2022	BUY	N/A	25,832 New	25,832 $1.6 Million

Others Institutions Holding QEFA

# of Institutions

127

Shares Held

11M

Call Options Held

Put Options Held

View Full List

About SPDR INDEX SHS FDS MSCI EAFE S

Ticker QEFA
Sector ETFs
Industry ETFs

More about QEFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.

Account

Orgel Wealth Management, LLC Spdr Index Shs Fds Msci Eafe S Transaction History