Ullmann Wealth Partners Group, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Ullmann Wealth Partners Group, LLC

  • $774 Million
  • Q4 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 2,504 shares of MDY stock, worth $1.48 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,504
Previous 2,526 0.87%
Holding current value
$1.48 Million
Previous $1.44 Million 0.83%
% of portfolio
0.18%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$563.99 - $620.12 $12,407 - $13,642
-22 Reduced 0.87%
2,504 $1.43 Million
Q3 2024

Oct 15, 2024
BUY
$523.84 - $572.02 $648,513 - $708,160
1,238 Added 96.12%
2,526 $1.44 Million
Q2 2024

Aug 07, 2024
BUY
$516.55 - $556.17 $665,316 - $716,346
1,288 New
1,288 $689,000

Others Institutions Holding MDY

# of Institutions
1,469
Shares Held
27.9M
Call Options Held
428K
Put Options Held
269K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
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