Andrews, Lucia Wealth Management LLC Spdr S&P Midcap 400 ETF Trust Transaction History
Andrews, Lucia Wealth Management LLC
- $150 Million
- Q3 2024
A detailed history of Andrews, Lucia Wealth Management LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 1,469 shares of MDY stock, worth $834,715. This represents 0.56% of its overall portfolio holdings.
Number of Shares
1,469
Previous 1,469
-0.0%
Holding current value
$834,715
Previous $786,000
6.36%
% of portfolio
0.56%
Previous 0.55%
Shares
9 transactions
Others Institutions Holding MDY
# of Institutions
1,421Shares Held
28.7MCall Options Held
428KPut Options Held
269K-
International Assets Investment Management, LLC Orlando, FL2.17MShares$1.23 Billion0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.12MShares$1.21 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA1.3MShares$741 Million0.17% of portfolio
-
Morgan Stanley New York, NY1.21MShares$690 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY1.14MShares$648 Million0.11% of portfolio
About SPDR S&P MIDCAP 400 ETF TRUST
- Ticker MDY
- Exchange NYSE
- Sector ETFs
- Industry ETFs