Heritage Wealth Management, Inc. /Ca/ Spdr S&P 400 Mid Cap Growth Et Transaction History
Heritage Wealth Management, Inc. /Ca/
- $132 Billion
- Q1 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 15,475 shares of MDYG stock, worth $1.29 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
15,475
Previous 17,265
10.37%
Holding current value
$1.29 Million
Previous $1.31 Billion
3.4%
% of portfolio
1.02%
Previous 1.05%
Shares
2 transactions
Others Institutions Holding MDYG
# of Institutions
377Shares Held
27.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.55MShares$296 Million0.12% of portfolio
-
Citigroup Inc2.34MShares$195 Million0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.79MShares$149 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.53MShares$128 Million0.07% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.21MShares$101 Million0.8% of portfolio