Ascent Wealth Partners, LLC MDY Holdings History
Ascent Wealth Partners, LLC's S&P MidCap 400 ETF Holding Summary
As of 2025-03-31, Ascent Wealth Partners, LLC held 61,310.00 shares of S&P MidCap 400 ETF(MDY), totaling $32.71 Mil. This investment constitutes 4.39% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0.15% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2014Q3. And since then Ascent Wealth Partners, LLC has made 23 purchases of MDY, at an average price of $370.60, for a total of 70,399.00 shares. In addition, there have been 4 sales at an average price of $376.30 for 9,089.00 shares. Based on historical transaction data and MDY's current price of $588.03, Ascent Wealth Partners, LLC's estimated gain on his MDY holdings is $13.38 Mil, reflecting a 51.29% gain to date.
Ascent Wealth Partners, LLC MDY ($588.03) Holding Chart
Ascent Wealth Partners, LLC MDY ($588.03) 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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