Soa Wealth Advisors, Llc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 155,439 shares of EFIV stock, worth $7.8 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
155,439
Previous 137,470
13.07%
Holding current value
$7.8 Million
Previous $7.76 Million
6.21%
% of portfolio
0.97%
Previous 1.46%
Shares
6 transactions
Others Institutions Holding EFIV
# of Institutions
122Shares Held
5.49MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$38.7 Million2.16% of portfolio
-
Baltimore Washington Financial Advisors, Inc.380KShares$19.1 Million1.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC358KShares$18 Million0.01% of portfolio
-
Koss Olinger Consulting, LLC357KShares$17.9 Million1.77% of portfolio
-
Private Advisor Group, LLC241KShares$12.1 Million0.08% of portfolio