Montz Harcus Wealth Management LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Montz Harcus Wealth Management LLC
- $146 Million
- Q1 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 13,838 shares of MDYV stock, worth $1 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
13,838
Previous 13,714
0.9%
Holding current value
$1 Million
Previous $1.01 Million
4.47%
% of portfolio
0.72%
Previous 0.77%
Shares
6 transactions
Others Institutions Holding MDYV
# of Institutions
362Shares Held
26.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.24MShares$379 Million1.08% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.7MShares$123 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$97.5 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO933KShares$67.5 Million0.08% of portfolio
-
Townsquare Capital LLC804KShares$58.1 Million0.91% of portfolio