Avidian Wealth Solutions, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 399 shares of MDY stock, worth $206,486. This represents 0.01% of its overall portfolio holdings.

Number of Shares
399
Previous 506 21.15%
Holding current value
$206,486
Previous $288,000 26.39%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$522.96 - $601.18 $55,956 - $64,326
-107 Reduced 21.15%
399 $212,000
Q4 2024

Jan 29, 2025
BUY
$563.99 - $620.12 $12,971 - $14,262
23 Added 4.76%
506 $288,000
Q3 2024

Oct 30, 2024
BUY
$523.84 - $572.02 $523 - $572
1 Added 0.21%
483 $275,000
Q2 2024

Aug 06, 2024
BUY
$516.55 - $556.17 $248,977 - $268,073
482 New
482 $257,000

Others Institutions Holding MDY

# of Institutions
1,516
Shares Held
30.4M
Call Options Held
723K
Put Options Held
407K
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 Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email