Integrated Wealth Concepts LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,983 shares of MDYG stock, worth $259,431. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,983
Previous 3,049 2.16%
Holding current value
$259,431
Previous $256,000 1.95%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$81.1 - $89.18 $5,352 - $5,885
-66 Reduced 2.16%
2,983 $261,000
Q2 2024

Aug 14, 2024
SELL
$81.04 - $87.08 $79,257 - $85,164
-978 Reduced 24.29%
3,049 $256,000
Q1 2024

May 15, 2024
BUY
$73.37 - $87.29 $27,513 - $32,733
375 Added 10.27%
4,027 $351,000
Q4 2023

Feb 13, 2024
SELL
$64.85 - $76.49 $3,047 - $3,595
-47 Reduced 1.27%
3,652 $276,000
Q3 2023

Nov 15, 2023
SELL
$68.34 - $74.46 $31,504 - $34,326
-461 Reduced 11.08%
3,699 $255,000
Q2 2023

Aug 15, 2023
SELL
$66.14 - $71.65 $10,582 - $11,464
-160 Reduced 3.7%
4,160 $298,000
Q1 2023

May 03, 2023
BUY
$64.78 - $71.55 $9,069 - $10,017
140 Added 3.35%
4,320 $296,000
Q4 2022

Feb 13, 2023
BUY
$61.13 - $69.88 $255,523 - $292,098
4,180 New
4,180 $273,000
Q2 2022

Aug 08, 2022
SELL
$59.32 - $74.72 $205,781 - $259,203
-3,469 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$69.3 - $81.58 $5,544 - $6,526
80 Added 2.36%
3,469 $257,000
Q4 2021

Feb 15, 2022
BUY
$75.58 - $84.0 $22,296 - $24,780
295 Added 9.53%
3,389 $276,000
Q3 2021

Nov 15, 2021
BUY
$74.54 - $80.19 $8,795 - $9,462
118 Added 3.97%
3,094 $234,000
Q2 2021

Aug 13, 2021
SELL
$73.83 - $79.88 $10,188 - $11,023
-138 Reduced 4.43%
2,976 $231,000
Q1 2021

May 13, 2021
SELL
$68.34 - $76.88 $238,233 - $268,003
-3,486 Reduced 52.82%
3,114 $234,000
Q4 2020

Feb 12, 2021
BUY
$58.06 - $69.83 $68,975 - $82,958
1,188 Added 21.95%
6,600 $458,000
Q3 2020

Nov 13, 2020
SELL
$53.09 - $60.07 $66,787 - $75,568
-1,258 Reduced 18.86%
5,412 $311,000
Q2 2020

Jul 30, 2020
BUY
$39.86 - $56.97 $47,154 - $67,395
1,183 Added 21.56%
6,670 $359,000
Q1 2020

May 18, 2020
BUY
$35.95 - $59.38 $197,257 - $325,818
5,487 New
5,487 $235,000

Others Institutions Holding MDYG

# of Institutions
390
Shares Held
23.7M
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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email