Catalyst Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 4,948 shares of MDYV stock, worth $393,514. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,948
Previous 5,512
10.23%
Holding current value
$393,514
Previous $357 Million
8.35%
% of portfolio
0.31%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
420Shares Held
25.2MCall Options Held
200Put Options Held
100-
Wealth Enhancement Advisory Services, LLC2.27MShares$181 Million0.32% of portfolio
-
North Rock Partners, LLC1.37MShares$109 Million3.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$103 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$86 Million0.03% of portfolio
-
Morgan Stanley New York, NY724KShares$57.6 Million0.0% of portfolio