Jackson, Grant Investment Advisers, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History
Jackson, Grant Investment Advisers, Inc.
- $265 Million
- Q3 2024
A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 618 shares of MDYV stock, worth $53,061. This represents 0.02% of its overall portfolio holdings.
Number of Shares
618
Previous 616
0.32%
Holding current value
$53,061
Previous $44,000
11.36%
% of portfolio
0.02%
Previous 0.02%
Shares
28 transactions
Others Institutions Holding MDYV
# of Institutions
371Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$546 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$119 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$100 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$59.3 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$49.9 Million0.14% of portfolio