Invera Wealth Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Invera Wealth Advisors, LLC

  • $95.7 Million
  • Q3 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 10,394 shares of MDYV stock, worth $892,428. This represents 0.86% of its overall portfolio holdings.

Number of Shares
10,394
Previous 10,042 3.51%
Holding current value
$892,428
Previous $732,000 12.7%
% of portfolio
0.86%
Previous 0.78%

Shares

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

Nov 12, 2024
BUY
$71.9 - $79.86 $25,308 - $28,110
352 Added 3.51%
10,394 $825,000
Q2 2024

Aug 06, 2024
BUY
$70.34 - $76.15 $9,355 - $10,127
133 Added 1.34%
10,042 $732,000
Q1 2024

Apr 22, 2024
SELL
$70.29 - $76.0 $1.34 Million - $1.45 Million
-19,110 Reduced 65.85%
9,909 $753,000
Q4 2023

Apr 22, 2024
BUY
$59.86 - $74.11 $1.14 Million - $1.42 Million
19,110 Added 192.85%
29,019 $2.13 Billion
Q4 2023

Jan 16, 2024
BUY
$59.86 - $74.11 $1.74 Million - $2.15 Million
29,019 New
29,019 $2.13 Million

Others Institutions Holding MDYV

# of Institutions
371
Shares Held
27.5M
Call Options Held
400
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

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