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

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

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 2,610 shares of EFIV stock, worth $164,638. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,610
Previous 2,610 -0.0%
Holding current value
$164,638
Previous $152,000 8.55%
% of portfolio
0.23%
Previous 0.21%

Shares

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

May 09, 2025
BUY
$52.53 - $58.51 $2,626 - $2,925
50 Added 1.95%
2,610 $139,000
Q3 2024

Nov 13, 2024
SELL
$50.43 - $55.76 $42,260 - $46,726
-838 Reduced 24.66%
2,560 $142,000
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
124
Shares Held
5.23M
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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