Jfs Wealth Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Jfs Wealth Advisors, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 470 shares of MDYV stock, worth $37,289. This represents 0.0% of its overall portfolio holdings.
Number of Shares
470
Previous 467
0.64%
Holding current value
$37,289
Previous $35,000
2.86%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding MDYV
# of Institutions
360Shares Held
27.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.91MShares$469 Million1.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$136 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$95.5 Million0.04% of portfolio
-
Lutz Financial Services LLC676KShares$53.6 Million4.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC591KShares$46.9 Million0.13% of portfolio