Beaumont Financial Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.1 Billion
  • Q2 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,189 shares of MDYV stock, worth $240,578. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,189
Previous 3,385 5.79%
Holding current value
$240,578
Previous $257,000 9.73%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$70.34 - $76.15 $13,786 - $14,925
-196 Reduced 5.79%
3,189 $232,000
Q4 2023

Jan 31, 2024
SELL
$59.86 - $74.11 $85,240 - $105,532
-1,424 Reduced 29.61%
3,385 $248,000
Q3 2023

Nov 01, 2023
SELL
$63.95 - $71.85 $136,725 - $153,615
-2,138 Reduced 30.78%
4,809 $311,000
Q2 2023

Aug 02, 2023
SELL
$62.86 - $68.78 $205,489 - $224,841
-3,269 Reduced 32.0%
6,947 $477,000
Q1 2023

May 08, 2023
SELL
$62.53 - $74.6 $51,712 - $61,694
-827 Reduced 7.49%
10,216 $675,000
Q4 2022

Jan 25, 2023
BUY
$58.96 - $68.57 $651,095 - $757,218
11,043 New
11,043 $0

Others Institutions Holding MDYV

# of Institutions
360
Shares Held
27.1M
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
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email