Shum Financial Group, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History
Shum Financial Group, Inc.
- $139 Billion
- Q4 2025
A detailed history of Shum Financial Group, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Shum Financial Group, Inc. holds 28,112 shares of MDYV stock, worth $2.3 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
28,112
Previous 25,764
9.11%
Holding current value
$2.3 Million
Previous $2.15 Billion
10.74%
% of portfolio
1.71%
Previous 1.6%
Shares
5 transactions
Others Institutions Holding MDYV
# of Institutions
417Shares Held
24.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.06MShares$169 Million0.26% 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
-
Ae Wealth Management LLC859KShares$70.4 Million0.47% of portfolio