Number of Shares
13,812.00
Current Holdings Value*
$7.39 Mil
% of Portfolio
3.46%
Total Estimate Gain
$3.05 Mil
% of Total Estimate Gain
50.15%

ARBOR TRUST WEALTH ADVISORS, LLC's S&P MidCap 400 ETF Holding Summary

As of 2025-03-31, ARBOR TRUST WEALTH ADVISORS, LLC held 13,812.00 shares of S&P MidCap 400 ETF(MDY), totaling $7.39 Mil. This investment constitutes 3.46% of their stock portfolio, and ARBOR TRUST WEALTH ADVISORS, LLC now holds 0.03% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2019Q4. And since then ARBOR TRUST WEALTH ADVISORS, LLC has made 8 purchases of MDY, at an average price of $376.43, for a total of 16,153.00 shares. In addition, there have been 12 sales at an average price of $463.58 for 2,341.00 shares. Based on historical transaction data and MDY's current price of $582.43, ARBOR TRUST WEALTH ADVISORS, LLC's estimated gain on his MDY holdings is $3.05 Mil, reflecting a 50.15% gain to date.

ARBOR TRUST WEALTH ADVISORS, LLC MDY ($582.43) Holding Chart

ARBOR TRUST WEALTH ADVISORS, LLC MDY ($582.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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