Avantax Planning Partners, Inc. Spdr S&P 400 Mid Cap Growth Et Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 272,182 shares of MDYG stock, worth $23.6 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

272,182

Previous 268,566 1.35%

Holding current value

$23.6 Million

Previous $22.6 Million 5.79%

% of portfolio

0.86%

Previous 0.73%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$81.1 - $89.18 $293,257 - $322,474	3,616 Added 1.35%	272,182 $23.9 Million
Q2 2024 Aug 09, 2024	BUY	$81.04 - $87.08 $16.3 Million - $17.5 Million	200,965 Added 297.28%	268,566 $22.6 Million
Q1 2024 May 02, 2024	SELL	$73.37 - $87.29 $358,999 - $427,109	-4,893 Reduced 6.75%	67,601 $5.9 Million
Q4 2023 Feb 09, 2024	SELL	$64.85 - $76.49 $69,389 - $81,844	-1,070 Reduced 1.45%	72,494 $5.49 Million
Q3 2023 Nov 03, 2023	SELL	$68.34 - $74.46 $403,821 - $439,984	-5,909 Reduced 7.44%	73,564 $5.09 Million
Q2 2023 Jul 17, 2023	SELL	$66.14 - $71.65 $184,133 - $199,473	-2,784 Reduced 3.38%	79,473 $5.69 Million
Q1 2023 Apr 20, 2023	SELL	$64.78 - $71.55 $70,221 - $77,560	-1,084 Reduced 1.3%	82,257 $5.63 Million
Q4 2022 Feb 09, 2023	BUY	$61.13 - $69.88 $22,434 - $25,645	367 Added 0.44%	83,341 $5.45 Million
Q3 2022 Oct 14, 2022	BUY	$59.74 - $72.48 $189,734 - $230,196	3,176 Added 3.98%	82,974 $5.01 Million
Q2 2022 Jul 18, 2022	SELL	$59.32 - $74.72 $72,192 - $90,934	-1,217 Reduced 1.5%	79,798 $4.86 Million
Q1 2022 May 09, 2022	SELL	$69.3 - $81.58 $83,645 - $98,467	-1,207 Reduced 1.47%	81,015 $6.01 Million
Q4 2021 Jan 28, 2022	BUY	$75.58 - $84.0 $90,998 - $101,136	1,204 Added 1.49%	82,222 $6.7 Million
Q3 2021 Oct 27, 2021	SELL	$74.54 - $80.19 $71,334 - $76,741	-957 Reduced 1.17%	81,018 $6.13 Million
Q2 2021 Aug 10, 2021	SELL	$73.83 - $79.88 $4.54 Million - $4.91 Million	-61,475 Reduced 42.85%	81,975 $6.36 Million
Q1 2021 May 06, 2021	SELL	$68.34 - $76.88 $1.9 Million - $2.14 Million	-27,787 Reduced 16.23%	143,450 $10.8 Million
Q4 2020 Feb 04, 2021	SELL	$58.06 - $69.83 $1.78 Million - $2.15 Million	-30,735 Reduced 15.22%	171,237 $11.9 Million
Q3 2020 Oct 28, 2020	SELL	$53.09 - $60.07 $4.57 Million - $5.17 Million	-86,059 Reduced 29.88%	201,972 $11.6 Million
Q2 2020 Jul 15, 2020	BUY	$39.86 - $56.97 $1.18 Million - $1.69 Million	29,635 Added 11.47%	288,031 $15.5 Million
Q1 2020 Apr 27, 2020	BUY	$35.95 - $59.38 $347,564 - $574,085	9,668 Added 3.89%	258,396 $11.1 Million
Q4 2019 Jan 15, 2020	SELL	$51.98 - $57.24 $16.1 Million - $17.7 Million	-309,711 Reduced 55.46%	248,728 $14.2 Million
Q3 2019 Nov 08, 2019	SELL	$53.33 - $54.71 $31.9 Million - $32.7 Million	-598,144 Reduced 51.72%	558,439 $30 Million
Q2 2019 Aug 07, 2019	BUY	N/A	46,638 Added 4.2%	1,156,583 $63.1 Million
Q1 2019 May 08, 2019	BUY	N/A	94,620 Added 9.32%	1,109,945 $58.3 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-32,292 Reduced 3.08%	1,015,325 $46.6 Million
Q3 2018 Nov 13, 2018	BUY	N/A	34,346 Added 3.39%	1,047,617 $58.6 Million
Q2 2018 Aug 13, 2018	BUY	N/A	687,288 Added 210.84%	1,013,271 $54.7 Million
Q1 2018 May 15, 2018	BUY	N/A	16,406 Added 5.3%	325,983 $51.3 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-64,756 Reduced 17.3%	309,577 $48.1 Million
Q3 2017 Oct 19, 2017	BUY	N/A	374,333	374,333 $55.2 Million

Others Institutions Holding MDYG

# of Institutions

391

Shares Held

23.5M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP GROWTH ET

Ticker MDYG
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Avantax Planning Partners, Inc. Spdr S&P 400 Mid Cap Growth Et Transaction History