Rmr Wealth Builders Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Rmr Wealth Builders

$936 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$37.32 - $40.14 $2,910 - $3,130	-78 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$34.36 - $36.95 $2,680 - $2,882	78 New	78 $3,000

Others Institutions Holding EFIV

# of Institutions

119

Shares Held

5.45M

Call Options Held

0

Put Options Held

0

Bank Of Italy

771K
Shares

$42.9 Million
2.18% of portfolio
Koss Olinger Consulting, LLC

467K
Shares

$26 Million
2.12% of portfolio
Baltimore Washington Financial Advisors, Inc.

379K
Shares

$21.1 Million
1.12% of portfolio
Lpl Financial LLC Fort Mill, SC

357K
Shares

$19.9 Million
0.01% of portfolio
Financial Network Wealth Management LLC Draper, UT

245K
Shares

$13.6 Million
4.62% of portfolio

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

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