Mount Yale Investment Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 9,127 shares of MDYV stock, worth $783,644. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,127
Previous 4,593
98.72%
Holding current value
$783,644
Previous $335,000
116.42%
% of portfolio
0.07%
Previous 0.03%
Shares
3 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