Polaris Wealth Advisory Group, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	N/A	-288 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	144 Added 100.0%	288 $15,000
Q1 2018 Apr 09, 2018	BUY	N/A	144 New	144 $14,000

Others Institutions Holding MDYV

# of Institutions

417

Shares Held

24.9M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

2.14M
Shares

$177 Million
0.29% of portfolio
North Rock Partners, LLC

1.37M
Shares

$113 Million
3.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.29M
Shares

$106 Million
0.2% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$89.4 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

842K
Shares

$69.6 Million
0.07% of portfolio

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.