Balanced Wealth Group LLC Spdr S&P 400 Mid Cap Growth Et Transaction History
Balanced Wealth Group LLC
- $223 Billion
- Q4 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 123,279 shares of MDYG stock, worth $9.93 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
123,279
Previous 114,585
7.59%
Holding current value
$9.93 Million
Previous $9.97 Billion
10.43%
% of portfolio
4.94%
Previous 4.41%
Shares
5 transactions
Others Institutions Holding MDYG
# of Institutions
411Shares Held
25.3MCall Options Held
0Put Options Held
0-
Citigroup Inc2.36MShares$190 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.76MShares$141 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO1.41MShares$113 Million0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$112 Million0.25% of portfolio
-
Benjamin Edwards Inc Clayton, MO1.18MShares$95.4 Million1.52% of portfolio