Catalyst Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 4,948 shares of MDYV stock, worth $405,340. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,948
Previous 5,512
10.23%
Holding current value
$405,340
Previous $357 Million
8.35%
% of portfolio
0.31%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
412Shares Held
24.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.14MShares$176 Million0.29% of portfolio
-
North Rock Partners, LLC1.32MShares$108 Million2.21% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.28MShares$105 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.04MShares$85.3 Million0.03% of portfolio
-
Avantax Planning Partners, Inc.834KShares$68.3 Million2.02% of portfolio