Kdk Private Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Kdk Private Wealth Management, LLC
- $87.8 Billion
- Q1 2025
A detailed history of Kdk Private Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Kdk Private Wealth Management, LLC holds 3,276 shares of MDYV stock, worth $260,540. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,276
Previous 3,394
3.48%
Holding current value
$260,540
Previous $272 Million
7.27%
% of portfolio
0.29%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
416Shares Held
25.2MCall Options Held
200Put Options Held
100-
Wealth Enhancement Advisory Services, LLC2.27MShares$181 Million0.32% of portfolio
-
North Rock Partners, LLC1.37MShares$109 Million3.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$103 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$90.4 Million0.04% of portfolio
-
Morgan Stanley New York, NY724KShares$57.6 Million0.0% of portfolio