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

Horizon Wealth Management, LLC

  • $539 Million
  • Q3 2025

A detailed history of Horizon Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 4,276 shares of EFIV stock, worth $277,426. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,276
Previous 3,701 15.54%
Holding current value
$277,426
Previous $216,000 25.46%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$58.56 - $63.63 $33,672 - $36,587
575 Added 15.54%
4,276 $271,000
Q2 2025

Aug 04, 2025
BUY
$47.24 - $58.55 $174,835 - $216,693
3,701 New
3,701 $216,000
Q4 2024

Jan 13, 2025
BUY
$55.05 - $58.86 $201,758 - $215,721
3,665 New
3,665 $206,000

Others Institutions Holding EFIV

# of Institutions
123
Shares Held
5.33M
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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