Private Wealth Management Group, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 2024
A detailed history of Private Wealth Management Group, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 133,725 shares of MDYV stock, worth $11.2 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
133,725
Previous 142,796
6.35%
Holding current value
$11.2 Million
Previous $11.3 Billion
5.48%
% of portfolio
4.11%
Previous 4.48%
Shares
5 transactions
Others Institutions Holding MDYV
# of Institutions
377Shares Held
27.7MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$532 Million1.1% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$116 Million0.23% of portfolio
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Lpl Financial LLC Fort Mill, SC1.17MShares$97.6 Million0.04% of portfolio
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Lutz Financial Services LLC691KShares$57.8 Million4.46% of portfolio
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Tiaa Trust, National Association Charlotte, NC581KShares$48.6 Million0.14% of portfolio