Modera Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 50,385 shares of MDYV stock, worth $4.13 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
50,385Holding current value
$4.13 Million% of portfolio
0.05%Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
391Shares Held
29.2MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$521 Million1.1% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$114 Million0.23% of portfolio
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Lpl Financial LLC Fort Mill, SC1.11MShares$91.1 Million0.04% of portfolio
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Tiaa Trust, National Association Charlotte, NC811KShares$66.5 Million0.2% of portfolio
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Lutz Financial Services LLC695KShares$57 Million4.5% of portfolio