Foster Victor Wealth Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Foster Victor Wealth Advisors, LLC

$1.38 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 16, 2019	SELL	N/A	-5,654 Closed	0 $0
Q1 2019 May 03, 2019	SELL	N/A	-1,276 Reduced 18.41%	5,654 $285,000
Q4 2018 Mar 04, 2019	BUY	N/A	6,930 New	6,930 $307,000

Others Institutions Holding MDYV

# of Institutions

371

Shares Held

27.5M

Call Options Held

400

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$526 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$115 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$96.5 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$57.2 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$48.1 Million
0.14% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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