A detailed history of Wealth Plan Partners, LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,129 shares of MDYG stock, worth $430,425. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,129
Previous 2,689 90.74%
Holding current value
$430,425
Previous $203 Million 120.03%
% of portfolio
0.05%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$73.37 - $87.29 $179,022 - $212,987
2,440 Added 90.74%
5,129 $448 Million
Q4 2023

Jan 05, 2024

BUY
$64.85 - $76.49 $174,381 - $205,681
2,689 New
2,689 $203 Million
Q2 2023

Jul 31, 2023

SELL
$66.14 - $71.65 $4,695 - $5,087
-71 Reduced 2.64%
2,623 $188 Million
Q1 2023

May 10, 2023

BUY
$64.78 - $71.55 $174,517 - $192,755
2,694 New
2,694 $184 Million

Others Institutions Holding MDYG

About SPDR S&P 400 MID CAP GROWTH ET


  • Ticker MDYG
  • Sector ETFs
  • Industry ETFs
More about MDYG
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.