Bms Financial Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 48,989 shares of MDYV stock, worth $4.01 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
48,989Holding current value
$4.01 Million% of portfolio
2.28%Shares
3 transactions
Others Institutions Holding MDYV
# of Institutions
412Shares Held
24.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.14MShares$176 Million0.29% of portfolio
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North Rock Partners, LLC1.32MShares$108 Million2.21% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.28MShares$105 Million0.2% of portfolio
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Lpl Financial LLC Fort Mill, SC1.04MShares$85.3 Million0.03% of portfolio
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Avantax Planning Partners, Inc.834KShares$68.3 Million2.02% of portfolio