Motive Wealth Advisors Spdr S&P 400 Mid Cap Value ETF Transaction History
Motive Wealth Advisors
- $174 Million
- Q3 2024
A detailed history of Motive Wealth Advisors transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Motive Wealth Advisors holds 3,752 shares of MDYV stock, worth $322,146. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,752
Previous 3,752
-0.0%
Holding current value
$322,146
Previous $273,000
9.16%
% of portfolio
0.17%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding MDYV
# of Institutions
371Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$546 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$119 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$100 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$59.3 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$49.9 Million0.14% of portfolio