Bip Wealth, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Bip Wealth, LLC
- $1.47 Trillion
- Q3 2024
Shares
4 transactions
Others Institutions Holding MDYV
# of Institutions
372Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$527 Million1.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$115 Million0.23% of portfolio
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Lpl Financial LLC Fort Mill, SC1.17MShares$96.8 Million0.04% of portfolio
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Lutz Financial Services LLC691KShares$57.3 Million4.46% of portfolio
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Tiaa Trust, National Association Charlotte, NC581KShares$48.2 Million0.14% of portfolio