Balanced Wealth Group LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Balanced Wealth Group LLC

  • $220 Billion
  • Q2 2024

A detailed history of Balanced Wealth Group LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 247,887 shares of MDYV stock, worth $19.5 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
247,887
Previous 234,401 5.75%
Holding current value
$19.5 Million
Previous $8.55 Billion 8.18%
% of portfolio
4.21%
Previous 3.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$70.34 - $76.15 $948,605 - $1.03 Million
13,486 Added 5.75%
247,887 $9.24 Billion
Q1 2024

May 13, 2024
BUY
$70.29 - $76.0 $13.5 Million - $14.6 Million
192,575 Added 460.42%
234,401 $8.55 Billion
Q4 2023

Feb 06, 2024
BUY
$59.86 - $74.11 $2.5 Million - $3.1 Million
41,826 New
41,826 $3.07 Billion

Others Institutions Holding MDYV

# of Institutions
361
Shares Held
27.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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