Wealth Shield Partners, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 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 69,998 shares of MDYV stock, worth $5.65 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
69,998
Previous 66,493
5.27%
Holding current value
$5.65 Million
Previous $4.85 Million
14.7%
% of portfolio
0.77%
Previous 0.76%
Shares
11 transactions
Others Institutions Holding MDYV
# of Institutions
372Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$513 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$112 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$94.2 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$55.8 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$46.9 Million0.14% of portfolio