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 $4.21 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
48,989Holding current value
$4.21 Million% of portfolio
2.28%Shares
3 transactions
Others Institutions Holding MDYV
# of Institutions
371Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$546 Million1.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$119 Million0.23% of portfolio
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Lpl Financial LLC Fort Mill, SC1.17MShares$100 Million0.04% of portfolio
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Lutz Financial Services LLC691KShares$59.3 Million4.46% of portfolio
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Tiaa Trust, National Association Charlotte, NC581KShares$49.9 Million0.14% of portfolio