Bms Financial Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 48,989 shares of MDYV stock, worth $3.94 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
48,989Holding current value
$3.94 Million% of portfolio
2.28%Shares
3 transactions
Others Institutions Holding MDYV
# of Institutions
359Shares Held
27.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$512 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.71MShares$138 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$96.9 Million0.04% of portfolio
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Lutz Financial Services LLC691KShares$55.6 Million4.46% of portfolio
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Tiaa Trust, National Association Charlotte, NC591KShares$47.6 Million0.13% of portfolio