Capital Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Capital Wealth Management, LLC
- $241 Million
- Q1 2025
A detailed history of Capital Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Capital Wealth Management, LLC holds 81,071 shares of MDYV stock, worth $5.79 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
81,071
Previous 69,702
16.31%
Holding current value
$5.79 Million
Previous $5.59 Million
11.23%
% of portfolio
2.58%
Previous 2.4%
Shares
16 transactions
Others Institutions Holding MDYV
# of Institutions
407Shares Held
27.9MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.52MShares$180 Million0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.34MShares$95.8 Million0.23% of portfolio
-
North Rock Partners, LLC1.33MShares$95 Million3.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$79.3 Million0.04% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA1MShares$71.4 Million0.01% of portfolio