Lewis Asset Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Lewis Asset Management, LLC
- $137 Billion
- Q3 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 14,361 shares of MDYV stock, worth $1.15 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
14,361
Previous 14,401
0.28%
Holding current value
$1.15 Million
Previous $1.05 Billion
8.64%
% of portfolio
0.83%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding MDYV
# of Institutions
372Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$511 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$112 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$93.7 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$55.5 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$46.7 Million0.14% of portfolio