Wealth Plan Partners, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Wealth Plan Partners, LLC

  • $931 Billion
  • Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 8,730 shares of MDYV stock, worth $687,312. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,730
Previous 4,899 78.2%
Holding current value
$687,312
Previous $372 Million 71.02%
% of portfolio
0.07%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$70.34 - $76.15 $269,472 - $291,730
3,831 Added 78.2%
8,730 $637 Million
Q1 2024

May 07, 2024
BUY
$70.29 - $76.0 $150,350 - $162,564
2,139 Added 77.5%
4,899 $372 Million
Q4 2023

Jan 05, 2024
BUY
$59.86 - $74.11 $165,213 - $204,543
2,760 New
2,760 $203 Million
Q2 2023

Jul 31, 2023
BUY
$62.86 - $68.78 $3,394 - $3,714
54 Added 2.04%
2,700 $186 Million
Q1 2023

May 10, 2023
BUY
$62.53 - $74.6 $165,454 - $197,391
2,646 New
2,646 $175 Million

Others Institutions Holding MDYV

# of Institutions
361
Shares Held
27.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email