A detailed history of Ccg Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 5,319 shares of MDYV stock, worth $427,168. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,319
Previous 5,759 7.64%
Holding current value
$427,168
Previous $420,000 0.48%
% of portfolio
0.24%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$71.9 - $79.86 $31,636 - $35,138
-440 Reduced 7.64%
5,319 $422,000
Q1 2024

Apr 18, 2024

BUY
$70.29 - $76.0 $30,154 - $32,604
429 Added 8.05%
5,759 $437,000
Q4 2023

Jan 30, 2024

BUY
$59.86 - $74.11 $319,053 - $395,006
5,330 New
5,330 $391,000

Others Institutions Holding MDYV

About SPDR S&P 400 MID CAP VALUE ETF


  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
Track This Portfolio

Track Ccg Wealth Management, LLC Portfolio

Follow Ccg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ccg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ccg Wealth Management, LLC with notifications on news.