Olde Wealth Management, LLC EFIV Holdings History
Olde Wealth Management, LLC's SPDR S&P 500 ESG ETF Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 244,837.00 shares of SPDR S&P 500 ESG ETF(EFIV), totaling $13.10 Mil. This investment constitutes 4.62% of their stock portfolio, and Olde Wealth Management, LLC now holds 1.18% of the outstanding SPDR S&P 500 ESG ETF(EFIV) stock.
The initial trade took place in 2024Q1. And since then Olde Wealth Management, LLC has made 5 purchases of EFIV, at an average price of $50.50, for a total of 244,837.00 shares. Based on historical transaction data and EFIV's current price of $59.40, Olde Wealth Management, LLC's estimated gain on his EFIV holdings is $2.18 Mil, reflecting a 17.62% gain to date.
Olde Wealth Management, LLC EFIV ($59.40) Holding Chart
Olde Wealth Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
