Laurel Wealth Planning LLC EFIV Holdings History
Laurel Wealth Planning LLC's SPDR S&P 500 ESG ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 197,527.00 shares of SPDR S&P 500 ESG ETF(EFIV), totaling $10.57 Mil. This investment constitutes 7.02% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.67% of the outstanding SPDR S&P 500 ESG ETF(EFIV) stock.
The initial trade took place in 2023Q4. And since then Laurel Wealth Planning LLC has made 1 purchases of EFIV, at an average price of $43.38, for a total of 228,110.00 shares. In addition, there have been 5 sales at an average price of $54.55 for 30,583.00 shares. Based on historical transaction data and EFIV's current price of $59.71, Laurel Wealth Planning LLC's estimated gain on his EFIV holdings is $3.57 Mil, reflecting a 36.05% gain to date.
Laurel Wealth Planning LLC EFIV ($59.71) Holding Chart
Laurel Wealth Planning LLC EFIV ($59.71) 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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