Shum Financial Group, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History
Shum Financial Group, Inc.
- $116 Billion
- Q4 2024
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 23,887 shares of MDYV stock, worth $2 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
23,887
Previous 23,288
2.57%
Holding current value
$2 Million
Previous $1.88 Billion
1.86%
% of portfolio
1.65%
Previous 1.57%
Shares
2 transactions
Others Institutions Holding MDYV
# of Institutions
377Shares Held
27.7MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$532 Million1.1% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$116 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$97.6 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$57.8 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$48.6 Million0.14% of portfolio