First Purpose Wealth LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, First Purpose Wealth LLC holds 7,352 shares of MDYV stock, worth $590,439. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,352
Previous 7,245
1.48%
Holding current value
$590,439
Previous $531,000
5.08%
% of portfolio
0.2%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding MDYV
# of Institutions
372Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$511 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$112 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$93.7 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$55.5 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$46.7 Million0.14% of portfolio