Montz Harcus Wealth Management LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Montz Harcus Wealth Management LLC

$169 Million
Q3 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 13,973 shares of MDYV stock, worth $1.12 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

13,973

Previous 13,837 0.98%

Holding current value

$1.12 Million

Previous $1.01 Million 10.01%

% of portfolio

0.66%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$71.9 - $79.86 $9,778 - $10,860	136 Added 0.98%	13,973 $1.11 Million
Q2 2024 Jul 19, 2024	SELL	$70.34 - $76.15 $70 - $76	-1 Reduced 0.01%	13,837 $1.01 Million
Q1 2024 May 07, 2024	BUY	$70.29 - $76.0 $8,715 - $9,424	124 Added 0.9%	13,838 $1.05 Million
Q4 2023 Jan 22, 2024	BUY	$59.86 - $74.11 $3,172 - $3,927	53 Added 0.39%	13,714 $1.01 Million
Q3 2023 Nov 14, 2023	SELL	$63.95 - $71.85 $1,279 - $1,437	-20 Reduced 0.15%	13,661 $886,000
Q2 2023 Jul 21, 2023	BUY	$62.86 - $68.78 $9,806 - $10,729	156 Added 1.15%	13,681 $940,000
Q1 2023 Apr 25, 2023	BUY	$62.53 - $74.6 $65,281 - $77,882	1,044 Added 8.36%	13,525 $893,000
Q4 2022 Jan 20, 2023	BUY	$58.96 - $68.57 $735,879 - $855,822	12,481 New	12,481 $0

Others Institutions Holding MDYV

# of Institutions

372

Shares Held

27.5M

Call Options Held

400

Put Options Held

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About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
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Montz Harcus Wealth Management LLC Spdr S&P 400 Mid Cap Value ETF Transaction History