Catalyst Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 4,948 shares of MDYV stock, worth $424,835. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,948
Previous 5,512
10.23%
Holding current value
$424,835
Previous $357 Million
8.35%
% of portfolio
0.31%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
372Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$546 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$119 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$100 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$59.3 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$49.9 Million0.14% of portfolio