Kingswood Wealth Advisors, LLC Spdr S&P 400 Mid Cap Growth Et Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 34,114 shares of MDYG stock, worth $3.07 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
34,114
Previous 33,915
0.59%
Holding current value
$3.07 Million
Previous $2.95 Billion
6.02%
% of portfolio
0.19%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding MDYG
# of Institutions
437Shares Held
20.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.78MShares$160 Million0.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$121 Million0.24% of portfolio
-
North Rock Partners, LLC1.06MShares$95.3 Million1.94% of portfolio
-
Ae Wealth Management LLC860KShares$77.4 Million0.58% of portfolio
-
Stifel Financial Corp St. Louis, MO719KShares$64.8 Million0.06% of portfolio