Diversify Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Put Options Transaction History

Diversify Wealth Management, LLC

$1.04 Trillion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding MDYV

# of Institutions

359

Shares Held

27.4M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$537 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.71M
Shares

$144 Million
0.28% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$98.5 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$58.3 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

591K
Shares

$49.9 Million
0.13% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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