Colonial River Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Call Options Transaction History

Colonial River Wealth Management, LLC

$201 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MDYV

# of Institutions

372

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$550 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$120 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$101 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$59.8 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$50.3 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Colonial River Wealth Management, LLC with notifications on news.