Minot Wealth Management LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Minot Wealth Management LLC
- $389 Million
- Q2 2022
A detailed history of Minot Wealth Management LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Minot Wealth Management LLC holds 160,300 shares of MDYV stock, worth $13.9 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
160,300
Previous 103,500
54.88%
Holding current value
$13.9 Million
Previous $7.28 Million
33.14%
% of portfolio
2.49%
Previous 1.57%
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
372Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$550 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$120 Million0.23% of portfolio
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Lpl Financial LLC Fort Mill, SC1.17MShares$101 Million0.04% of portfolio
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Lutz Financial Services LLC691KShares$59.8 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$50.3 Million0.14% of portfolio