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

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 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 19,612 shares of EFIV stock, worth $1.14 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
19,612
Previous 15,750 24.52%
Holding current value
$1.14 Million
Previous $836,000 30.74%
% of portfolio
0.1%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$50.43 - $55.76 $194,760 - $215,345
3,862 Added 24.52%
19,612 $1.09 Million
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
110
Shares Held
5.05M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR S&P 500 ESG E

EFIV Quotes by TradingView
  • Ticker EFIV
  • Sector Technology
More about EFIV
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