Vance Wealth, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History

Vance Wealth, Inc.

$263 Million
Q3 2024

A detailed history of Vance Wealth, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Vance Wealth, Inc. holds 2,653 shares of MDYV stock, worth $214,150. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,653

Holding current value

$214,150

% of portfolio

0.08%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$71.9 - $79.86 $190,750 - $211,868	2,653 New	2,653 $210,000
Q1 2024 Apr 30, 2024	BUY	$70.29 - $76.0 $186,479 - $201,628	2,653 New	2,653 $201,000
Q4 2022 Jan 27, 2023	BUY	$58.96 - $68.57 $192,032 - $223,332	3,257 New	3,257 $0

Others Institutions Holding MDYV

# of Institutions

372

Shares Held

27.5M

Call Options Held

400

Put Options Held

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$513 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$112 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$94.2 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$55.8 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$46.9 Million
0.14% of portfolio

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

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