Total Wealth Planning, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History
Total Wealth Planning, LLC
- $611 Million
- Q1 2025
A detailed history of Total Wealth Planning, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 95,523 shares of MDYV stock, worth $6.82 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
95,523
Previous 97,798
2.33%
Holding current value
$6.82 Million
Previous $7.84 Million
6.59%
% of portfolio
1.2%
Previous 1.3%
Shares
26 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
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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