Ccg Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Ccg Wealth Management, LLC
- $187 Million
- Q2 2025
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 6,445 shares of MDYV stock, worth $527,587. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,445
Previous 6,445
-0.0%
Holding current value
$527,587
Previous $496,000
3.02%
% of portfolio
0.27%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding MDYV
# of Institutions
413Shares Held
25.7MCall Options Held
200Put Options Held
100-
Wealth Enhancement Advisory Services, LLC2.27MShares$186 Million0.32% of portfolio
-
North Rock Partners, LLC1.37MShares$112 Million3.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$106 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$93 Million0.04% of portfolio
-
Morgan Stanley New York, NY724KShares$59.3 Million0.0% of portfolio