Invera Wealth Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Invera Wealth Advisors, LLC
- $93.4 Million
- Q2 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 10,042 shares of MDYV stock, worth $796,129. This represents 0.78% of its overall portfolio holdings.
Number of Shares
10,042
Previous 9,909
1.34%
Holding current value
$796,129
Previous $753,000
2.79%
% of portfolio
0.78%
Previous 0.62%
Shares
4 transactions
Others Institutions Holding MDYV
# of Institutions
362Shares Held
27.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.91MShares$468 Million1.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$135 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$95.4 Million0.04% of portfolio
-
Lutz Financial Services LLC676KShares$53.6 Million4.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC591KShares$46.8 Million0.13% of portfolio