Aviso Wealth Management Spdr S&P 400 Mid Cap Value ETF Transaction History
Aviso Wealth Management
- $184 Billion
- Q3 2024
A detailed history of Aviso Wealth Management transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Aviso Wealth Management holds 2,984 shares of MDYV stock, worth $258,145. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,984
Previous 3,301
9.6%
Holding current value
$258,145
Previous $241 Million
1.52%
% of portfolio
0.13%
Previous 0.14%
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$550 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$120 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$101 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$59.8 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$50.3 Million0.14% of portfolio