A detailed history of Avantax Advisory Services, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 68,776 shares of MDYV stock, worth $5.46 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
68,776
Previous 2,754 2397.31%
Holding current value
$5.46 Million
Previous $209,000 2300.0%
% of portfolio
0.04%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$70.34 - $76.15 $4.64 Million - $5.03 Million
66,022 Added 2397.31%
68,776 $5.02 Million
Q1 2024

May 08, 2024

SELL
$70.29 - $76.0 $40,838 - $44,156
-581 Reduced 17.42%
2,754 $209,000
Q4 2023

Feb 07, 2024

BUY
$59.86 - $74.11 $199,633 - $247,156
3,335 New
3,335 $244,000
Q2 2022

Aug 02, 2022

SELL
$58.95 - $70.77 $277,065 - $332,619
-4,700 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$65.94 - $72.42 $309,918 - $340,374
4,700 New
4,700 $330,000

Others Institutions Holding MDYV

About SPDR S&P 400 MID CAP VALUE ETF


  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.