Confluence Wealth Services, Inc. Spdr S&P 400 Mid Cap Growth Et Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 8,184 shares of MDYG stock, worth $717,736. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,184
Previous 24,121
66.07%
Holding current value
$717,736
Previous $2.03 Million
64.58%
% of portfolio
0.05%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding MDYG
# of Institutions
380Shares Held
21.9MCall Options Held
0Put Options Held
0-
Citigroup Inc2.4MShares$211 Million0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.73MShares$152 Million0.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.69MShares$148 Million0.07% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA825KShares$72.4 Million6.12% of portfolio
-
Ae Wealth Management LLC745KShares$65.3 Million0.69% of portfolio