Koss-Olinger Consulting, LLC EFIV Holdings History
Koss-Olinger Consulting, LLC's SPDR S&P 500 ESG ETF Holding Summary
As of 2025-03-31, Koss-Olinger Consulting, LLC held 466,805.00 shares of SPDR S&P 500 ESG ETF(EFIV), totaling $24.97 Mil. This investment constitutes 2.1% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 1.75% of the outstanding SPDR S&P 500 ESG ETF(EFIV) stock.
The initial trade took place in 2022Q4. And since then Koss-Olinger Consulting, LLC has made 7 purchases of EFIV, at an average price of $47.71, for a total of 749,648.00 shares. In addition, there have been 1 sales at an average price of $48.25 for 282,843.00 shares. Based on historical transaction data and EFIV's current price of $59.40, Koss-Olinger Consulting, LLC's estimated gain on his EFIV holdings is $5.61 Mil, reflecting a 15.69% gain to date.
Koss-Olinger Consulting, LLC EFIV ($59.40) Holding Chart
Koss-Olinger Consulting, LLC EFIV ($59.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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