Wealth Shield Partners, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Wealth Shield Partners, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 90,951 shares of MDYV stock, worth $7.58 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
90,951
Previous 69,998
29.93%
Holding current value
$7.58 Million
Previous $5.56 Million
31.14%
% of portfolio
1.06%
Previous 0.77%
Shares
12 transactions
Others Institutions Holding MDYV
# of Institutions
383Shares Held
28.3MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$530 Million1.1% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$116 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$97.3 Million0.04% of portfolio
-
Lutz Financial Services LLC695KShares$57.9 Million4.5% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$48.5 Million0.14% of portfolio