Concentric Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Concentric Wealth Management, LLC

  • $379 Million
  • Q2 2024

A detailed history of Concentric Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 460 shares of MDY stock, worth $260,116. This represents 0.06% of its overall portfolio holdings.

Number of Shares
460
Previous 460 -0.0%
Holding current value
$260,116
Previous $255,000 3.53%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 10, 2023
BUY
$409.49 - $470.66 $188,365 - $216,503
460 New
460 $203,000
Q2 2022

Aug 12, 2022
SELL
$402.57 - $493.76 $198,869 - $243,917
-494 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$343.51 - $421.75 $169,693 - $208,344
494 New
494 $207,000

Others Institutions Holding MDY

# of Institutions
1,376
Shares Held
26M
Call Options Held
181K
Put Options Held
241K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Concentric Wealth Management, LLC Portfolio

Follow Concentric 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 Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email