Wells Financial Advisors Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Wells Financial Advisors Inc

  • $143 Million
  • Q1 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 3,398 shares of EFIV stock, worth $182,166. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,398
Previous 2,538 33.88%
Holding current value
$182,166
Previous $117,000 47.01%
% of portfolio
0.12%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$45.34 - $50.65 $38,992 - $43,559
860 Added 33.88%
3,398 $172,000
Q2 2023

Aug 07, 2023
BUY
$39.12 - $43.05 $99,286 - $109,260
2,538 New
2,538 $109,000

Others Institutions Holding EFIV

# of Institutions
91
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
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email