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
Others Institutions Holding MDYV
# of Institutions
362Shares Held
26.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.24MShares$377 Million1.08% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.7MShares$123 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC1.35MShares$97.1 Million0.06% of portfolio
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Stifel Financial Corp St. Louis, MO933KShares$67.2 Million0.08% of portfolio
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Townsquare Capital LLC804KShares$57.9 Million0.91% of portfolio