Wealth Plan Partners, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 6,960 shares of MDYV stock, worth $558,818. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,960
Previous 8,730 20.27%
Holding current value
$558,818
Previous $637 Million 13.15%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$71.9 - $79.86 $127,263 - $141,352
-1,770 Reduced 20.27%
6,960 $553 Million
Q2 2024

Aug 09, 2024
BUY
$70.34 - $76.15 $269,472 - $291,730
3,831 Added 78.2%
8,730 $637 Million
Q1 2024

May 07, 2024
BUY
$70.29 - $76.0 $150,350 - $162,564
2,139 Added 77.5%
4,899 $372 Million
Q4 2023

Jan 05, 2024
BUY
$59.86 - $74.11 $165,213 - $204,543
2,760 New
2,760 $203 Million
Q2 2023

Jul 31, 2023
BUY
$62.86 - $68.78 $3,394 - $3,714
54 Added 2.04%
2,700 $186 Million
Q1 2023

May 10, 2023
BUY
$62.53 - $74.6 $165,454 - $197,391
2,646 New
2,646 $175 Million

Others Institutions Holding MDYV

# of Institutions
372
Shares Held
27.5M
Call Options Held
400
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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