Heritage Wealth Management, Inc. /Ca/ Spdr S&P 400 Mid Cap Growth Et Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $139 Billion
  • Q4 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 22,649 shares of MDYG stock, worth $1.94 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
22,649
Previous 15,336 47.69%
Holding current value
$1.94 Million
Previous $1.35 Billion 46.26%
% of portfolio
1.42%
Previous 0.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$86.65 - $94.9 $633,671 - $694,003
7,313 Added 47.69%
22,649 $1.97 Billion
Q3 2024

Oct 18, 2024
SELL
$81.1 - $89.18 $26,600 - $29,251
-328 Reduced 2.09%
15,336 $1.35 Billion
Q2 2024

Jul 25, 2024
BUY
$81.04 - $87.08 $15,316 - $16,458
189 Added 1.22%
15,664 $1.32 Billion
Q1 2024

May 06, 2024
SELL
$73.37 - $87.29 $131,332 - $156,249
-1,790 Reduced 10.37%
15,475 $1.35 Billion
Q4 2023

Feb 14, 2024
BUY
$64.85 - $76.49 $1.12 Million - $1.32 Million
17,265 New
17,265 $1.31 Billion

Others Institutions Holding MDYG

# of Institutions
409
Shares Held
25.3M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP GROWTH ET

MDYG Quotes by TradingView
  • Ticker MDYG
  • Sector ETFs
  • Industry ETFs
More about MDYG
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