Retirement Capital Strategies Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Retirement Capital Strategies
- $245 Million
- Q1 2024
A detailed history of Retirement Capital Strategies transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Retirement Capital Strategies holds 140,697 shares of EFIV stock, worth $7.63 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
140,697
Previous 710,516
80.2%
Holding current value
$7.63 Million
Previous $32.8 Million
78.3%
% of portfolio
2.91%
Previous 14.25%
Shares
9 transactions
Others Institutions Holding EFIV
# of Institutions
92Shares Held
4.04MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$41.8 Million1.08% of portfolio
-
Integrated Wealth Concepts LLC466KShares$25.3 Million0.35% of portfolio
-
Baltimore Washington Financial Advisors, Inc.374KShares$20.3 Million1.21% of portfolio
-
Laurel Wealth Planning LLC Edina, MN226KShares$12.3 Million7.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC212KShares$11.5 Million0.01% of portfolio