Glass Jacobson Investment Advisors LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Glass Jacobson Investment Advisors LLC
- $302 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
371Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$546 Million1.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$119 Million0.23% of portfolio
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Lpl Financial LLC Fort Mill, SC1.17MShares$100 Million0.04% of portfolio
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Lutz Financial Services LLC691KShares$59.3 Million4.46% of portfolio
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Tiaa Trust, National Association Charlotte, NC581KShares$49.9 Million0.14% of portfolio