Balanced Wealth Group LLC Spdr S&P 400 Mid Cap Growth Et Transaction History
Balanced Wealth Group LLC
- $207 Billion
- Q1 2025
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 119,679 shares of MDYG stock, worth $9.38 Million. This represents 4.6% of its overall portfolio holdings.
Number of Shares
119,679
Previous 123,279
2.92%
Holding current value
$9.38 Million
Previous $11 Billion
13.66%
% of portfolio
4.6%
Previous 4.94%
Shares
6 transactions
Others Institutions Holding MDYG
# of Institutions
413Shares Held
25.2MCall Options Held
0Put Options Held
0-
Citigroup Inc2.36MShares$185 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.76MShares$138 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO1.41MShares$110 Million0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$109 Million0.25% of portfolio
-
Benjamin Edwards Inc Clayton, MO1.18MShares$92.8 Million1.52% of portfolio