Retirement Group, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Retirement Group, LLC holds 139,556 shares of MDYV stock, worth $11.2 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
139,556
Previous 140,273
0.51%
Holding current value
$11.2 Million
Previous $10.3 Million
3.04%
% of portfolio
3.96%
Previous 4.26%
Shares
18 transactions
Others Institutions Holding MDYV
# of Institutions
358Shares Held
27MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC5.91MShares$475 Million1.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$137 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$96.7 Million0.04% of portfolio
-
Lutz Financial Services LLC676KShares$54.3 Million4.3% of portfolio
-
Tiaa Trust, National Association Charlotte, NC591KShares$47.5 Million0.13% of portfolio