Appleton Partners Inc Spdr S&P 400 Mid Cap Value ETF Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
A detailed history of Appleton Partners Inc transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Appleton Partners Inc holds 2,828 shares of MDYV stock, worth $218,858. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,828
Previous 3,058
7.52%
Holding current value
$218,858
Previous $232,000
11.21%
% of portfolio
0.02%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding MDYV
# of Institutions
360Shares Held
27.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.91MShares$457 Million1.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$132 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$93.1 Million0.04% of portfolio
-
Lutz Financial Services LLC676KShares$52.3 Million4.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC591KShares$45.7 Million0.13% of portfolio