Foresight Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Foresight Wealth Management, LLC
- $6.98 Billion
- Q4 2022
A detailed history of Foresight Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Foresight Wealth Management, LLC holds 5,925 shares of MDYV stock, worth $485,376. This represents 5.49% of its overall portfolio holdings.
Number of Shares
5,925
Previous 54,586
89.15%
Holding current value
$485,376
Previous $3.16 Million
12050.79%
% of portfolio
5.49%
Previous 0.72%
Shares
17 transactions
Others Institutions Holding MDYV
# of Institutions
412Shares Held
24.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC2.14MShares$176 Million0.29% of portfolio
-
North Rock Partners, LLC1.32MShares$108 Million2.21% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.28MShares$105 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.04MShares$85.3 Million0.03% of portfolio
-
Avantax Planning Partners, Inc.834KShares$68.3 Million2.02% of portfolio