Verus Wealth Management, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Verus Wealth Management, LLC

  • $91.3 Billion
  • Q1 2025

A detailed history of Verus Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Verus Wealth Management, LLC holds 9,900 shares of EFIV stock, worth $550,737. This represents 0.58% of its overall portfolio holdings.

Number of Shares
9,900
Previous 8,900 11.24%
Holding current value
$550,737
Previous $503 Million 5.37%
% of portfolio
0.58%
Previous 0.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$52.53 - $58.51 $52,530 - $58,510
1,000 Added 11.24%
9,900 $530 Million
Q4 2024

Jan 22, 2025
BUY
$55.05 - $58.86 $489,945 - $523,854
8,900 New
8,900 $503 Million

Others Institutions Holding EFIV

# of Institutions
119
Shares Held
5.45M
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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