Private Wealth Management Group, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Private Wealth Management Group, LLC
- $261 Billion
- Q4 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 133,725 shares of MDYV stock, worth $11 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
133,725
Previous 142,796
6.35%
Holding current value
$11 Million
Previous $11.3 Billion
5.48%
% of portfolio
4.11%
Previous 4.48%
Shares
5 transactions
Others Institutions Holding MDYV
# of Institutions
387Shares Held
28.7MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$521 Million1.1% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$114 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$95.7 Million0.04% of portfolio
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Lutz Financial Services LLC695KShares$57 Million4.5% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$47.7 Million0.14% of portfolio