Balanced Wealth Group LLC Spdr S&P 400 Mid Cap Growth Et Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 2024
A detailed history of Balanced Wealth Group LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Balanced Wealth Group LLC holds 214,115 shares of MDYG stock, worth $18 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
214,115
Previous 36,937
479.68%
Holding current value
$18 Million
Previous $2.8 Billion
188.85%
% of portfolio
3.6%
Previous 1.45%
Shares
2 transactions
Others Institutions Holding MDYG
# of Institutions
378Shares Held
27.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.55MShares$298 Million0.12% of portfolio
-
Citigroup Inc2.34MShares$196 Million0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.79MShares$150 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.53MShares$129 Million0.07% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.21MShares$102 Million0.8% of portfolio