Marotta Asset Management Spdr S&P 400 Mid Cap Value ETF Transaction History
Marotta Asset Management
- $508 Million
- Q3 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 58,408 shares of MDYV stock, worth $4.69 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
58,408
Previous 71,343
18.13%
Holding current value
$4.69 Million
Previous $5.2 Million
10.8%
% of portfolio
0.91%
Previous 1.07%
Shares
19 transactions
Others Institutions Holding MDYV
# of Institutions
358Shares Held
27MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.91MShares$475 Million1.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$137 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$96.7 Million0.04% of portfolio
-
Lutz Financial Services LLC676KShares$54.3 Million4.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC591KShares$47.5 Million0.13% of portfolio