Balanced Wealth Group LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Balanced Wealth Group LLC
- $230 Billion
- Q2 2025
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 152,171 shares of MDYV stock, worth $12.1 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
152,171
Previous 141,552
7.5%
Holding current value
$12.1 Million
Previous $10.9 Billion
11.97%
% of portfolio
5.3%
Previous 5.27%
Shares
7 transactions
Others Institutions Holding MDYV
# of Institutions
418Shares Held
25.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.27MShares$181 Million0.32% of portfolio
-
North Rock Partners, LLC1.37MShares$109 Million3.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$102 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$86 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO842KShares$67 Million0.07% of portfolio