Marotta Asset Management Spdr S&P 400 Mid Cap Value ETF Transaction History
Marotta Asset Management
- $484 Million
- Q2 2024
A detailed history of Marotta Asset Management transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Marotta Asset Management holds 71,343 shares of MDYV stock, worth $5.62 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
71,343
Previous 71,753
0.57%
Holding current value
$5.62 Million
Previous $5.45 Million
4.58%
% of portfolio
1.07%
Previous 1.13%
Shares
18 transactions
Others Institutions Holding MDYV
# of Institutions
361Shares Held
27.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.91MShares$465 Million1.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$135 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$94.7 Million0.04% of portfolio
-
Lutz Financial Services LLC676KShares$53.2 Million4.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC591KShares$46.5 Million0.13% of portfolio