Mc Clarren Financial Advisors, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 6,758 shares of EFIV stock, worth $362,634. This represents 1.07% of its overall portfolio holdings.

Number of Shares
6,758
Previous 5,397 25.22%
Holding current value
$362,634
Previous $300,000 27.0%
% of portfolio
1.07%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$55.05 - $58.86 $74,923 - $80,108
1,361 Added 25.22%
6,758 $381,000
Q3 2024

Oct 18, 2024
BUY
$50.43 - $55.76 $269,497 - $297,981
5,344 Added 10083.02%
5,397 $300,000
Q2 2024

Jul 26, 2024
BUY
$47.87 - $53.62 $2,537 - $2,841
53 New
53 $285,000

Others Institutions Holding EFIV

# of Institutions
121
Shares Held
5.11M
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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