Invera Wealth Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Invera Wealth Advisors, LLC
- $122 Million
- Q1 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 9,909 shares of MDYV stock, worth $713,249. This represents 0.62% of its overall portfolio holdings.
Number of Shares
9,909
Previous 29,019
65.85%
Holding current value
$713,249
Previous $2.13 Million
64.63%
% of portfolio
0.62%
Previous 1.33%
Shares
3 transactions
Others Institutions Holding MDYV
# of Institutions
362Shares Held
26.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.24MShares$377 Million1.08% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.7MShares$123 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$97.1 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO933KShares$67.2 Million0.08% of portfolio
-
Townsquare Capital LLC804KShares$57.9 Million0.91% of portfolio