Confluence Wealth Services, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 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 5,805 shares of MDYV stock, worth $466,199. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,805
Previous 17,315 66.47%
Holding current value
$466,199
Previous $1.26 Million 63.47%
% of portfolio
0.04%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$71.9 - $79.86 $827,569 - $919,188
-11,510 Reduced 66.47%
5,805 $461,000
Q2 2024

Jul 31, 2024
BUY
$70.34 - $76.15 $697,069 - $754,646
9,910 Added 133.83%
17,315 $1.26 Million
Q1 2024

Apr 22, 2024
BUY
$70.29 - $76.0 $520,497 - $562,780
7,405 New
7,405 $562,000

Others Institutions Holding MDYV

# of Institutions
372
Shares Held
27.5M
Call Options Held
400
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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