Sheets Smith Wealth Management Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
A detailed history of Sheets Smith Wealth Management transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Sheets Smith Wealth Management holds 48,307 shares of EFIV stock, worth $2.64 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
48,307Holding current value
$2.64 Million% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding EFIV
# of Institutions
106Shares Held
4.64MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$42.1 Million1.55% of portfolio
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Retirement Capital Strategies698KShares$38.1 Million14.91% of portfolio
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Baltimore Washington Financial Advisors, Inc.380KShares$20.8 Million1.2% of portfolio
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Koss Olinger Consulting, LLC352KShares$19.2 Million1.74% of portfolio
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Laurel Wealth Planning LLC Edina, MN222KShares$12.1 Million8.21% of portfolio