Falcon Wealth Planning Spdr S&P 400 Mid Cap Value ETF Transaction History

Falcon Wealth Planning

$810 Million
Q4 2024

A detailed history of Falcon Wealth Planning transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 6,592 shares of MDYV stock, worth $549,377. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,592

Holding current value

$549,377

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$78.43 - $87.17 $517,010 - $574,624	6,592 New	6,592 $528,000

Others Institutions Holding MDYV

# of Institutions

378

Shares Held

28.2M

Call Options Held

400

Put Options Held

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$530 Million
1.1% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$116 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$97.3 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$57.6 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$48.5 Million
0.14% of portfolio

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

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Falcon Wealth Planning Spdr S&P 400 Mid Cap Value ETF Transaction History