A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,431 shares of MDYG stock, worth $219,859. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,431
Previous 2,412 0.79%
Holding current value
$219,859
Previous $203 Million 5.13%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$81.1 - $89.18 $1,540 - $1,694
19 Added 0.79%
2,431 $213 Million
Q2 2024

Jul 09, 2024

SELL
$81.04 - $87.08 $6,645 - $7,140
-82 Reduced 3.29%
2,412 $203 Million
Q1 2024

Apr 15, 2024

SELL
$73.37 - $87.29 $96,408 - $114,699
-1,314 Reduced 34.51%
2,494 $218 Million
Q4 2023

Jan 16, 2024

SELL
$64.85 - $76.49 $49,999 - $58,973
-771 Reduced 16.84%
3,808 $288 Million
Q3 2023

Oct 23, 2023

BUY
$68.34 - $74.46 $312,928 - $340,952
4,579 New
4,579 $317 Million

Others Institutions Holding MDYG

About SPDR S&P 400 MID CAP GROWTH ET


  • Ticker MDYG
  • Sector ETFs
  • Industry ETFs
More about MDYG
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.