Pacific Capital Wealth Advisors, Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 419 shares of EFIV stock, worth $24,385. This represents 0.0% of its overall portfolio holdings.
Number of Shares
419
Previous 414
1.21%
Holding current value
$24,385
Previous $21,000
9.52%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding EFIV
# of Institutions
110Shares Held
5.05MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$44.9 Million1.77% of portfolio
-
Retirement Capital Strategies685KShares$39.9 Million14.99% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$22.1 Million1.18% of portfolio
-
Koss Olinger Consulting, LLC355KShares$20.7 Million1.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC282KShares$16.4 Million0.01% of portfolio