Montz Harcus Wealth Management LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 3,472 shares of MDYG stock, worth $317,132. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,472
Previous 3,138 10.64%
Holding current value
$317,132
Previous $249,000 20.88%
% of portfolio
0.15%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$70.44 - $86.87 $23,526 - $29,014
334 Added 10.64%
3,472 $301,000
Q1 2025

Apr 21, 2025
BUY
$77.91 - $92.26 $311 - $369
4 Added 0.13%
3,138 $249,000
Q4 2024

Jan 29, 2025
BUY
$86.65 - $94.9 $271,561 - $297,416
3,134 New
3,134 $272,000

Others Institutions Holding MDYG

# of Institutions
431
Shares Held
20.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP GROWTH ET

MDYG Quotes by TradingView
  • Ticker MDYG
  • Sector ETFs
  • Industry ETFs
More about MDYG
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