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

Montz Harcus Wealth Management LLC

  • $176 Million
  • Q4 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 42,525 shares of MDYV stock, worth $3.54 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
42,525
Previous 13,973 204.34%
Holding current value
$3.54 Million
Previous $1.11 Million 207.21%
% of portfolio
1.94%
Previous 0.66%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$78.43 - $87.17 $2.24 Million - $2.49 Million
28,552 Added 204.34%
42,525 $3.41 Million
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
378
Shares Held
28.2M
Call Options Held
400
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

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