Milestone Asset Management Group, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Milestone Asset Management Group, LLC
- $159 Billion
- Q3 2025
A detailed history of Milestone Asset Management Group, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 10,628 shares of MDYV stock, worth $870,645. This represents 0.56% of its overall portfolio holdings.
Number of Shares
10,628
Previous 10,308
3.1%
Holding current value
$870,645
Previous $819 Million
8.27%
% of portfolio
0.56%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding MDYV
# of Institutions
412Shares Held
24.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.14MShares$176 Million0.29% of portfolio
-
North Rock Partners, LLC1.32MShares$108 Million2.21% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.28MShares$105 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.04MShares$85.3 Million0.03% of portfolio
-
Avantax Planning Partners, Inc.834KShares$68.3 Million2.02% of portfolio