Weinberger Asset Management, Inc Spdr S&P 400 Mid Cap Value ETF Transaction History
Weinberger Asset Management, Inc
- $233 Billion
- Q1 2025
A detailed history of Weinberger Asset Management, Inc transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 11,813 shares of MDYV stock, worth $909,128. This represents 0.39% of its overall portfolio holdings.
Number of Shares
11,813
Previous 12,618
6.38%
Holding current value
$909,128
Previous $1.01 Billion
10.06%
% of portfolio
0.39%
Previous 0.42%
Shares
14 transactions
Others Institutions Holding MDYV
# of Institutions
411Shares Held
26MCall Options Held
200Put Options Held
100-
Wealth Enhancement Advisory Services, LLC2.52MShares$194 Million0.39% of portfolio
-
North Rock Partners, LLC1.33MShares$102 Million3.45% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$99.3 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$87.4 Million0.04% of portfolio
-
Morgan Stanley New York, NY724KShares$55.8 Million0.0% of portfolio