Soa Wealth Advisors, Llc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

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 137,470 shares of EFIV stock, worth $7.85 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

137,470

Previous 137,470 -0.0%

Holding current value

$7.85 Million

Previous $7.76 Million -0.0%

% of portfolio

1.46%

Previous 1.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$55.05 - $58.86 $2.09 Million - $2.23 Million	37,880 Added 38.04%	137,470 $7.76 Million
Q3 2024 Oct 08, 2024	BUY	$50.43 - $55.76 $458,963 - $507,471	9,101 Added 10.06%	99,590 $5.55 Million
Q2 2024 Jul 17, 2024	BUY	$47.87 - $53.62 $3.85 Million - $4.31 Million	80,449 Added 801.28%	90,489 $4.8 Million
Q1 2024 Apr 10, 2024	BUY	$45.34 - $50.65 $205,752 - $229,849	4,538 Added 82.48%	10,040 $508,000
Q4 2023 Jan 10, 2024	BUY	$40.0 - $46.3 $220,080 - $254,742	5,502 New	5,502 $254,000

Others Institutions Holding EFIV

# of Institutions

119

Shares Held

4.75M

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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Soa Wealth Advisors, Llc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History