Soa Wealth Advisors, Llc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 99,590 shares of EFIV stock, worth $5.66 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
99,590
Previous 90,489 10.06%
Holding current value
$5.66 Million
Previous $4.8 Million 15.59%
% of portfolio
1.07%
Previous 0.98%

Shares

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

Oct 08, 2024
BUY
$50.43 - $55.76 $458,963 - $507,471
9,101 Added 10.06%
99,590 $5.55 Million
Q2 2024

Jul 17, 2024
BUY
$47.87 - $53.62 $3.85 Million - $4.31 Million
80,449 Added 801.28%
90,489 $4.8 Million
Q1 2024

Apr 10, 2024
BUY
$45.34 - $50.65 $205,752 - $229,849
4,538 Added 82.48%
10,040 $508,000
Q4 2023

Jan 10, 2024
BUY
$40.0 - $46.3 $220,080 - $254,742
5,502 New
5,502 $254,000

Others Institutions Holding EFIV

# of Institutions
111
Shares Held
5.06M
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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