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

Verus Wealth Management, LLC

  • $99.4 Billion
  • Q2 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 9,667 shares of EFIV stock, worth $603,994. This represents 0.57% of its overall portfolio holdings.

Number of Shares
9,667
Previous 9,900 2.35%
Holding current value
$603,994
Previous $530 Million 6.86%
% of portfolio
0.57%
Previous 0.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$47.24 - $58.55 $11,006 - $13,642
-233 Reduced 2.35%
9,667 $566 Million
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
122
Shares Held
5.2M
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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