Capital Directions Investment Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
362Shares Held
27.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.91MShares$468 Million1.07% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$135 Million0.28% of portfolio
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Lpl Financial LLC Fort Mill, SC1.2MShares$95.4 Million0.04% of portfolio
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Lutz Financial Services LLC676KShares$53.6 Million4.3% of portfolio
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Tiaa Trust, National Association Charlotte, NC591KShares$46.8 Million0.13% of portfolio