Balanced Wealth Group LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024

A detailed history of Balanced Wealth Group LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 134,734 shares of MDYV stock, worth $10.9 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares
134,734
Previous 247,887 45.65%
Holding current value
$10.9 Million
Previous $9.24 Billion 14.94%
% of portfolio
4.7%
Previous 4.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$71.9 - $79.86 $8.14 Million - $9.04 Million
-113,153 Reduced 45.65%
134,734 $10.6 Billion
Q2 2024

Aug 13, 2024
BUY
$70.34 - $76.15 $948,605 - $1.03 Million
13,486 Added 5.75%
247,887 $9.24 Billion
Q1 2024

May 13, 2024
BUY
$70.29 - $76.0 $13.5 Million - $14.6 Million
192,575 Added 460.42%
234,401 $8.55 Billion
Q4 2023

Feb 06, 2024
BUY
$59.86 - $74.11 $2.5 Million - $3.1 Million
41,826 New
41,826 $3.07 Billion

Others Institutions Holding MDYV

# of Institutions
372
Shares Held
27.5M
Call Options Held
400
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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