All Square Wealth Management LLC Spdr S&P Midcap 400 ETF Trust Transaction History

All Square Wealth Management LLC

  • $174 Million
  • Q3 2024

A detailed history of All Square Wealth Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, All Square Wealth Management LLC holds 99 shares of MDY stock, worth $58,524. This represents 0.03% of its overall portfolio holdings.

Number of Shares
99
Previous 56 76.79%
Holding current value
$58,524
Previous $29,000 93.1%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$523.84 - $572.02 $22,525 - $24,596
43 Added 76.79%
99 $56,000
Q2 2024

Aug 12, 2024
BUY
$516.55 - $556.17 $25,827 - $27,808
50 Added 833.33%
56 $29,000
Q1 2020

May 12, 2020
SELL
$220.85 - $384.02 $662 - $1,152
-3 Reduced 33.33%
6 $2,000
Q1 2019

May 07, 2019
SELL
$296.63 - $352.26 $9,788 - $11,624
-33 Reduced 78.57%
9 $3,000
Q2 2018

Aug 14, 2018
SELL
$333.64 - $365.14 $64,058 - $70,106
-192 Reduced 82.05%
42 $15,000
Q3 2017

Nov 06, 2017
BUY
$308.35 - $326.33 $72,153 - $76,361
234
234 $76,000

Others Institutions Holding MDY

# of Institutions
1,419
Shares Held
28.5M
Call Options Held
428K
Put Options Held
269K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track All Square Wealth Management LLC Portfolio

Follow All Square Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of All Square Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on All Square Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email