Private Wealth Management Group, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 2024
A detailed history of Private Wealth Management Group, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 142,796 shares of MDYV stock, worth $11.3 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
142,796
Previous 143,793
0.69%
Holding current value
$11.3 Million
Previous $10.5 Billion
8.18%
% of portfolio
4.48%
Previous 4.54%
Shares
4 transactions
Others Institutions Holding MDYV
# of Institutions
372Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$504 Million1.1% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$110 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$92.6 Million0.04% of portfolio
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Lutz Financial Services LLC691KShares$54.8 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$46.1 Million0.14% of portfolio