Bartlett & Co. Wealth Management LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,515 shares of MDYV stock, worth $122,336. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,515
Previous 1,602
5.43%
Holding current value
$122,336
Previous $127 Million
4.53%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding MDYV
# of Institutions
404Shares Held
31.8MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$513 Million1.1% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.34MShares$108 Million0.23% of portfolio
-
North Rock Partners, LLC1.33MShares$107 Million3.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$89.7 Million0.04% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA1MShares$80.8 Million0.01% of portfolio