Cypress Wealth Services, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q3 2024
A detailed history of Cypress Wealth Services, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 3,363 shares of MDYV stock, worth $270,250. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,363
Previous 3,958
15.03%
Holding current value
$270,250
Previous $288,000
7.29%
% of portfolio
0.06%
Previous 0.07%
Shares
24 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