Lewis Asset Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Lewis Asset Management, LLC
- $131 Billion
- Q2 2024
A detailed history of Lewis Asset Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Lewis Asset Management, LLC holds 14,401 shares of MDYV stock, worth $1.09 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
14,401
Previous 14,659
1.76%
Holding current value
$1.09 Million
Previous $1.11 Billion
5.72%
% of portfolio
0.8%
Previous 0.92%
Shares
3 transactions
Others Institutions Holding MDYV
# of Institutions
360Shares Held
27.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.91MShares$446 Million1.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$129 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$90.8 Million0.04% of portfolio
-
Lutz Financial Services LLC676KShares$51 Million4.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC591KShares$44.6 Million0.13% of portfolio