Encompass Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 1,160 shares of MDY stock, worth $708,423. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,160
Previous 1,160 -0.0%
Holding current value
$708,423
Previous $620,000 6.45%
% of portfolio
0.24%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 16, 2021
SELL
$468.36 - $506.04 $566,715 - $612,308
-1,210 Reduced 51.05%
1,160 $557,000
Q1 2021

May 25, 2021
BUY
$413.34 - $489.29 $979,615 - $1.16 Million
2,370 New
2,370 $1.18 Million
Q4 2020

Mar 09, 2021
SELL
$343.51 - $421.75 $814,118 - $999,547
-2,370 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$343.51 - $421.75 $814,118 - $999,547
2,370 New
2,370 $995,000

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.5M
Call Options Held
428K
Put Options Held
269K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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