Avantax Planning Partners, Inc. MDYG Holdings History
Avantax Planning Partners, Inc.'s SPDR S&P 400 Mid Cap Growth ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 215,528.00 shares of SPDR S&P 400 Mid Cap Growth ETF(MDYG), totaling $17.13 Mil. This investment constitutes 0.61% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 0.82% of the outstanding SPDR S&P 400 Mid Cap Growth ETF(MDYG) stock.
The initial trade took place in 2018Q2. And since then Avantax Planning Partners, Inc. has made 12 purchases of MDYG, at an average price of $117.70, for a total of 1.46 Mil shares. In addition, there have been 17 sales at an average price of $58.44 for 1.24 Mil shares. Based on historical transaction data and MDYG's current price of $88.83, Avantax Planning Partners, Inc.'s estimated gain on his MDYG holdings is $-79.81 Mil, reflecting a -46.53% gain to date.
Avantax Planning Partners, Inc. MDYG ($88.83) Holding Chart
Avantax Planning Partners, Inc. MDYG ($88.83) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
