EFS
Essex Financial Services’s Strive 500 ETF STRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Buy |
141,686
+1,237
| +0.9% | +$49.6K | 0.37% | 58 |
|
|
2025
Q1 | $5.06M | Buy |
140,449
+3,921
| +3% | +$141K | 0.36% | 61 |
|
|
2024
Q4 | $5.16M | Buy |
136,528
+4,845
| +4% | +$183K | 0.36% | 60 |
|
|
2024
Q3 | $4.94M | Buy |
131,683
+7,914
| +6% | +$297K | 0.36% | 63 |
|
|
2024
Q2 | $4.22M | Buy |
123,769
+30,339
| +32% | +$1.03M | 0.31% | 72 |
|
|
2024
Q1 | $3.14M | Buy |
93,430
+39,169
| +72% | +$1.32M | 0.29% | 79 |
|
|
2023
Q4 | $1.66M | Buy |
+54,261
| New | +$1.66M | 0.17% | 127 |
|