Rockbridge Investment Management, Lcc Spdr S&P 400 Mid Cap Value ETF Transaction History
Rockbridge Investment Management, Lcc
- $933 Billion
- Q2 2025
A detailed history of Rockbridge Investment Management, Lcc transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 88,202 shares of MDYV stock, worth $7.01 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
88,202
Previous 93,046
5.21%
Holding current value
$7.01 Million
Previous $7.17 Billion
2.28%
% of portfolio
0.75%
Previous 0.85%
Shares
21 transactions
Others Institutions Holding MDYV
# of Institutions
418Shares Held
25.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.27MShares$181 Million0.32% of portfolio
-
North Rock Partners, LLC1.37MShares$109 Million3.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$102 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$86 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO842KShares$67 Million0.07% of portfolio