Shum Financial Group, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History
Shum Financial Group, Inc.
- $116 Billion
- Q1 2025
A detailed history of Shum Financial Group, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Shum Financial Group, Inc. holds 24,928 shares of MDYV stock, worth $2.05 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
24,928
Previous 23,887
4.36%
Holding current value
$2.05 Million
Previous $1.92 Billion
0.26%
% of portfolio
1.66%
Previous 1.65%
Shares
3 transactions
Others Institutions Holding MDYV
# of Institutions
418Shares Held
24.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.27MShares$187 Million0.32% of portfolio
-
North Rock Partners, LLC1.37MShares$113 Million3.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$106 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$88.9 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO842KShares$69.2 Million0.07% of portfolio