Orgel Wealth Management, LLC Spdr Index Shs Fds Msci Eafe S Transaction History

Orgel Wealth Management, LLC

  • $4.15 Billion
  • Q3 2025

A detailed history of Orgel Wealth Management, LLC transactions in Spdr Index Shs Fds Msci Eafe S stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 3,283 shares of QEFA stock, worth $245,634. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,283
Previous 3,915 16.14%
Holding current value
$245,634
Previous $292,000 16.1%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 06, 2025
SELL
N/A
-632 Reduced 16.14%
3,283 $245,000
Q2 2025

Jul 10, 2025
SELL
N/A
-395 Reduced 9.16%
3,915 $292,000
Q2 2024

Jul 22, 2024
BUY
$72.83 - $78.0 $28,767 - $30,810
395 Added 10.09%
4,310 $322,000
Q4 2023

Jan 11, 2024
SELL
$64.42 - $73.18 $24,737 - $28,101
-384 Reduced 8.93%
3,915 $286,000
Q3 2023

Oct 26, 2023
SELL
$66.72 - $71.82 $468,708 - $504,535
-7,025 Reduced 62.04%
4,299 $288,000
Q2 2023

Jul 10, 2023
SELL
$68.15 - $71.82 $15.8 Million - $16.6 Million
-231,319 Reduced 95.33%
11,324 $791,000
Q1 2023

Apr 06, 2023
BUY
$64.55 - $69.63 $4,131 - $4,456
64 Added 0.03%
242,643 $16.8 Million
Q4 2022

Jan 17, 2023
BUY
$57.54 - $66.5 $2.84 Million - $3.29 Million
49,411 Added 25.58%
242,579 $0
Q3 2022

Oct 25, 2022
BUY
N/A
167,336 Added 647.79%
193,168 $10.8 Million
Q2 2022

Jul 13, 2022
BUY
N/A
25,832 New
25,832 $1.6 Million

Others Institutions Holding QEFA

# of Institutions
152
Shares Held
9.88M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS MSCI EAFE S

QEFA Quotes by TradingView
  • Ticker QEFA
  • Sector ETFs
  • Industry ETFs
More about QEFA
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