Sax Wealth Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Sax Wealth Advisors, LLC

$848 Million
Q1 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 15,750 shares of EFIV stock, worth $857,115. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,750

Holding current value

$857,115

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$45.34 - $50.65 $714,105 - $797,737	15,750 New	15,750 $797,000

Others Institutions Holding EFIV

# of Institutions

Shares Held

4.04M

Call Options Held

Put Options Held

Bank Of Italy

771K
Shares

$42 Million
1.08% of portfolio
Integrated Wealth Concepts LLC

466K
Shares

$25.3 Million
0.35% of portfolio
Baltimore Washington Financial Advisors, Inc.

374K
Shares

$20.3 Million
1.21% of portfolio
Laurel Wealth Planning LLC Edina, MN

226K
Shares

$12.3 Million
7.61% of portfolio
Lpl Financial LLC Fort Mill, SC

212K
Shares

$11.5 Million
0.01% of portfolio

View Full List

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

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Sax Wealth Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History