Beacon Financial Advisory LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 6,049 shares of MDYV stock, worth $493,295. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,049Holding current value
$493,295% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding MDYV
# of Institutions
392Shares Held
29.1MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$518 Million1.1% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.34MShares$109 Million0.23% of portfolio
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Lpl Financial LLC Fort Mill, SC1.11MShares$90.5 Million0.04% of portfolio
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Tiaa Trust, National Association Charlotte, NC811KShares$66.1 Million0.2% of portfolio
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Lutz Financial Services LLC695KShares$56.7 Million4.5% of portfolio