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

Soa Wealth Advisors, Llc.

  • $477 Million
  • Q1 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 10,040 shares of EFIV stock, worth $546,376. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,040
Previous 5,502 82.48%
Holding current value
$546,376
Previous $254,000 100.0%
% of portfolio
0.11%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
92
Shares Held
4.04M
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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