Atlantic Edge Private Wealth Management, LLC MDY Holdings History
Atlantic Edge Private Wealth Management, LLC's S&P MidCap 400 ETF Holding Summary
As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 24,446.00 shares of S&P MidCap 400 ETF(MDY), totaling $13.04 Mil. This investment constitutes 3.99% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0.06% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2023Q4. And since then Atlantic Edge Private Wealth Management, LLC has made 2 purchases of MDY, at an average price of $464.85, for a total of 24,779.00 shares. In addition, there have been 3 sales at an average price of $564.59 for 333.00 shares. Based on historical transaction data and MDY's current price of $571.03, Atlantic Edge Private Wealth Management, LLC's estimated gain on his MDY holdings is $2.63 Mil, reflecting a 22.82% gain to date.
Atlantic Edge Private Wealth Management, LLC MDY ($571.03) Holding Chart
Atlantic Edge Private Wealth Management, LLC MDY ($571.03) 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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