Journey Strategic Wealth LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Journey Strategic Wealth LLC

$2.65 Billion
Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 4,993 shares of EFIV stock, worth $270,171. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,993

Previous 4,993 -0.0%

Holding current value

$270,171

Previous $278,000 1.44%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$50.43 - $55.76 $51,892 - $57,377	-1,029 Reduced 17.09%	4,993 $278,000
Q2 2024 Aug 14, 2024	SELL	$47.87 - $53.62 $430 - $482	-9 Reduced 0.15%	6,022 $319,000
Q1 2024 May 13, 2024	SELL	$45.34 - $50.65 $140,690 - $157,166	-3,103 Reduced 33.97%	6,031 $305,000
Q4 2023 Feb 09, 2024	SELL	$40.0 - $46.3 $8,520 - $9,861	-213 Reduced 2.28%	9,134 $421,000
Q3 2023 Nov 08, 2023	BUY	$41.29 - $44.55 $17,589 - $18,978	426 Added 4.78%	9,347 $387,000
Q2 2023 Aug 14, 2023	BUY	$39.12 - $43.05 $5,633 - $6,199	144 Added 1.64%	8,921 $384,000
Q1 2023 May 11, 2023	BUY	$36.26 - $39.92 $54,208 - $59,680	1,495 Added 20.53%	8,777 $346,000
Q4 2022 Feb 14, 2023	BUY	$34.22 - $39.09 $249,190 - $284,653	7,282 New	7,282 $266,000

Others Institutions Holding EFIV

# of Institutions

121

Shares Held

5.11M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

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Journey Strategic Wealth LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History