Paradigm, Strategies In Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Paradigm, Strategies In Wealth Management, LLC

$163 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 15, 2021	SELL	$64.04 - $69.55 $30,226 - $32,827	-472 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$66.04 - $70.76 $132 - $141	2 Added 0.43%	472 $32,000
Q1 2021 Apr 29, 2021	BUY	$54.52 - $67.74 $25,624 - $31,837	470 New	470 $31,000

Others Institutions Holding MDYV

# of Institutions

360

Shares Held

27.1M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

5.91M
Shares

$465 Million
1.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.71M
Shares

$134 Million
0.28% of portfolio
Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$94.7 Million
0.04% of portfolio
Lutz Financial Services LLC

676K
Shares

$53.2 Million
4.3% of portfolio
Tiaa Trust, National Association Charlotte, NC

591K
Shares

$46.5 Million
0.13% of portfolio

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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