Stratos Wealth Partners, Ltd. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Stratos Wealth Partners, Ltd.

  • $6.79 Billion
  • Q3 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 25,808 shares of EFIV stock, worth $1.47 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
25,808
Previous 25,803 0.02%
Holding current value
$1.47 Million
Previous $1.37 Million 5.04%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2024
BUY
$50.43 - $55.76 $252 - $278
5 Added 0.02%
25,808 $1.44 Million
Q2 2024

Jul 24, 2024
SELL
$47.87 - $53.62 $3,829 - $4,289
-80 Reduced 0.31%
25,803 $1.37 Million
Q1 2024

Apr 16, 2024
BUY
$45.34 - $50.65 $96,891 - $108,239
2,137 Added 9.0%
25,883 $1.31 Million
Q4 2023

Jan 24, 2024
SELL
$40.0 - $46.3 $23,600 - $27,317
-590 Reduced 2.42%
23,746 $1.1 Million
Q3 2023

Oct 24, 2023
BUY
$41.29 - $44.55 $40,340 - $43,525
977 Added 4.18%
24,336 $1.01 Million
Q2 2023

Jul 18, 2023
BUY
$39.12 - $43.05 $90,993 - $100,134
2,326 Added 11.06%
23,359 $1.01 Million
Q1 2023

Apr 27, 2023
SELL
$36.26 - $39.92 $221,222 - $243,551
-6,101 Reduced 22.48%
21,033 $829,000
Q4 2022

Jan 19, 2023
BUY
$34.22 - $39.09 $448,453 - $512,274
13,105 Added 93.41%
27,134 $0
Q3 2022

Oct 24, 2022
BUY
$34.04 - $41.19 $129,930 - $157,222
3,817 Added 37.38%
14,029 $478,000
Q2 2022

Jul 22, 2022
BUY
$35.19 - $43.89 $163,844 - $204,351
4,656 Added 83.8%
10,212 $370,000
Q1 2022

Apr 26, 2022
BUY
$39.96 - $45.62 $222,017 - $253,464
5,556 New
5,556 $241,000

Others Institutions Holding EFIV

# of Institutions
109
Shares Held
4.87M
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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