Wells Financial Advisors Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Wells Financial Advisors Inc
- $72.4 Million
- Q4 2024
A detailed history of Wells Financial Advisors Inc transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Wells Financial Advisors Inc holds 2,560 shares of EFIV stock, worth $133,811. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,560
Previous 2,560
-0.0%
Holding current value
$133,811
Previous $142,000
1.41%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding EFIV
# of Institutions
122Shares Held
5.47MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$40.3 Million2.18% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$19.9 Million1.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC358KShares$18.7 Million0.01% of portfolio
-
Koss Olinger Consulting, LLC357KShares$18.7 Million1.77% of portfolio
-
Financial Network Wealth Management LLC Draper, UT245KShares$12.8 Million4.62% of portfolio