Worth Pointe, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Worth Pointe, LLC
- $259 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
418Shares Held
24.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.27MShares$187 Million0.32% of portfolio
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North Rock Partners, LLC1.37MShares$113 Million3.2% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$106 Million0.2% of portfolio
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Lpl Financial LLC Fort Mill, SC1.08MShares$88.9 Million0.03% of portfolio
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Stifel Financial Corp St. Louis, MO842KShares$69.2 Million0.07% of portfolio