Paulson Wealth Management Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History
Paulson Wealth Management Inc.
- $353 Million
- Q1 2025
Shares
9 transactions
Others Institutions Holding MDYV
# of Institutions
410Shares Held
26MCall Options Held
200Put Options Held
100-
Wealth Enhancement Advisory Services, LLC2.52MShares$192 Million0.39% of portfolio
-
North Rock Partners, LLC1.33MShares$101 Million3.45% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$98.6 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$86.7 Million0.04% of portfolio
-
Morgan Stanley New York, NY724KShares$55.3 Million0.0% of portfolio