Private Wealth Management Group, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024

A detailed history of Private Wealth Management Group, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 133,725 shares of MDYV stock, worth $10.9 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares
133,725
Previous 142,796 6.35%
Holding current value
$10.9 Million
Previous $11.3 Billion 5.48%
% of portfolio
4.11%
Previous 4.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$78.43 - $87.17 $711,438 - $790,719
-9,071 Reduced 6.35%
133,725 $10.7 Billion
Q3 2024

Oct 29, 2024
SELL
$71.9 - $79.86 $71,684 - $79,620
-997 Reduced 0.69%
142,796 $11.3 Billion
Q2 2024

Aug 13, 2024
SELL
$70.34 - $76.15 $74,490 - $80,642
-1,059 Reduced 0.73%
143,793 $10.5 Billion
Q1 2024

Apr 30, 2024
BUY
$70.29 - $76.0 $316,094 - $341,772
4,497 Added 3.2%
144,852 $11 Billion
Q4 2023

Feb 08, 2024
BUY
$59.86 - $74.11 $8.4 Million - $10.4 Million
140,355 New
140,355 $10.3 Billion

Others Institutions Holding MDYV

# of Institutions
392
Shares Held
29.1M
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
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email