Kingswood Wealth Advisors, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
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 2,412 shares of MDYG stock, worth $211,918. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,412
Previous 2,494
3.29%
Holding current value
$211,918
Previous $218 Million
6.85%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding MDYG
# of Institutions
382Shares Held
21.1MCall Options Held
0Put Options Held
0-
Citigroup Inc2.4MShares$211 Million0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.73MShares$152 Million0.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.69MShares$148 Million0.07% of portfolio
-
Ae Wealth Management LLC745KShares$65.5 Million0.69% of portfolio
-
Envestnet Asset Management Inc667KShares$58.6 Million0.02% of portfolio