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 $13.1 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
160,300
Previous 103,500
54.88%
Holding current value
$13.1 Million
Previous $7.28 Million
33.14%
% of portfolio
2.49%
Previous 1.57%
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
412Shares Held
24.4MCall 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