Creative Planning Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Creative Planning holds 8,383 shares of EFIV stock, worth $485,878. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,383
Previous 8,382 0.01%
Holding current value
$485,878
Previous $445,000 4.94%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$50.43 - $55.76 $50 - $55
1 Added 0.01%
8,383 $467,000
Q2 2024

Aug 15, 2024
SELL
$47.87 - $53.62 $195,405 - $218,876
-4,082 Reduced 32.75%
8,382 $445,000
Q1 2024

May 10, 2024
SELL
$45.34 - $50.65 $726,346 - $811,413
-16,020 Reduced 56.24%
12,464 $631,000
Q4 2023

Feb 14, 2024
SELL
$40.0 - $46.3 $156,480 - $181,125
-3,912 Reduced 12.08%
28,484 $1.32 Million
Q3 2023

Nov 16, 2023
BUY
$41.29 - $44.55 $1.34 Million - $1.44 Million
32,396 New
32,396 $1.34 Million

Others Institutions Holding EFIV

# of Institutions
109
Shares Held
4.87M
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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