Transform Wealth, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding MDYV
# of Institutions
387Shares Held
28.7MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$521 Million1.1% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$114 Million0.23% of portfolio
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Lpl Financial LLC Fort Mill, SC1.17MShares$95.7 Million0.04% of portfolio
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Lutz Financial Services LLC695KShares$57 Million4.5% of portfolio
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Tiaa Trust, National Association Charlotte, NC581KShares$47.7 Million0.14% of portfolio