Confluence Wealth Services, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 17,315 shares of MDYV stock, worth $1.39 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,315
Previous 7,405
133.83%
Holding current value
$1.39 Million
Previous $562,000
124.56%
% of portfolio
0.1%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
358Shares Held
27MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.91MShares$475 Million1.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$137 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$96.7 Million0.04% of portfolio
-
Lutz Financial Services LLC676KShares$54.3 Million4.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC591KShares$47.5 Million0.13% of portfolio