Balanced Wealth Group LLC Spdr S&P 400 Mid Cap Value ETF 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 Value ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 234,401 shares of MDYV stock, worth $17 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares
234,401
Previous 41,826 460.42%
Holding current value
$17 Million
Previous $3.07 Billion 178.42%
% of portfolio
3.81%
Previous 1.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$70.29 - $76.0 $13.5 Million - $14.6 Million
192,575 Added 460.42%
234,401 $8.55 Billion
Q4 2023

Feb 06, 2024
BUY
$59.86 - $74.11 $2.5 Million - $3.1 Million
41,826 New
41,826 $3.07 Billion

Others Institutions Holding MDYV

# of Institutions
362
Shares Held
26.7M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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