Concentric Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 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 $268,635. This represents 0.06% of its overall portfolio holdings.
Number of Shares
460
Previous 460
-0.0%
Holding current value
$268,635
Previous $246,000
6.5%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding MDY
# of Institutions
1,512Shares Held
29.1MCall Options Held
657KPut Options Held
415K-
Bank Of America Corp Charlotte, NC2.08MShares$1.22 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$800 Million0.18% of portfolio
-
Morgan Stanley New York, NY1.13MShares$658 Million0.05% of portfolio
-
Northern Trust Corp Chicago, IL1.11MShares$651 Million0.09% of portfolio
-
Us Bancorp \De\1.05MShares$611 Million0.79% of portfolio
About SPDR S&P MIDCAP 400 ETF TRUST
- Ticker MDY
- Exchange NYSE
- Sector ETFs
- Industry ETFs