Total Wealth Planning, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 97,798 shares of MDYV stock, worth $8.12 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
97,798
Previous 97,318
0.49%
Holding current value
$8.12 Million
Previous $7.73 Million
1.44%
% of portfolio
1.3%
Previous 1.28%
Shares
25 transactions
Others Institutions Holding MDYV
# of Institutions
374Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$528 Million1.1% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$115 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$96.8 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$57.3 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$48.2 Million0.14% of portfolio