Bartlett & Co. Wealth Management LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 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 1,602 shares of MDYV stock, worth $129,313. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,602
Previous 1,598
0.25%
Holding current value
$129,313
Previous $117 Million
9.22%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding MDYV
# of Institutions
372Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$513 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$112 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$94.2 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$55.8 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$46.9 Million0.14% of portfolio