SOA Wealth Advisors, LLC. EFIV Holdings History
SOA Wealth Advisors, LLC.'s SPDR S&P 500 ESG ETF Holding Summary
As of 2025-06-30, SOA Wealth Advisors, LLC. held 193,131.00 shares of SPDR S&P 500 ESG ETF(EFIV), totaling $11.31 Mil. This investment constitutes 2.12% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 1.01% of the outstanding SPDR S&P 500 ESG ETF(EFIV) stock.
The initial trade took place in 2023Q4. And since then SOA Wealth Advisors, LLC. has made 8 purchases of EFIV, at an average price of $53.10, for a total of 193,131.00 shares. Based on historical transaction data and EFIV's current price of $59.40, SOA Wealth Advisors, LLC.'s estimated gain on his EFIV holdings is $1.22 Mil, reflecting a 11.87% gain to date.
SOA Wealth Advisors, LLC. EFIV ($59.40) Holding Chart
SOA Wealth Advisors, 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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