Corient Private Wealth LLC
Position in EFIV — State Street(R) SPDR(R) S&P 500(R) ESG ETF
CIK 1948780
MIAMI, FL
All Filings in EFIV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 EFIV | $1,005,631 | 13,789 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 EFIV | $1,001,773 | 15,881 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 EFIV | $1,049,205 | 15,861 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 EFIV | $887,779 | 13,961 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 EFIV | $817,416 | 13,961 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 EFIV | $746,913 | 13,961 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 EFIV | $788,517 | 13,961 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 EFIV | $778,186 | 13,956 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 EFIV | $735,275 | 13,847 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 EFIV | $698,173 | 13,787 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 EFIV | $2,345,943 | 50,778 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 EFIV | $2,105,553 | 50,746 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 EFIV | $2,183,969 | 50,731 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 EFIV | $2,000,323 | 50,731 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 EFIV | $1,859,798 | 50,731 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||