BALANCED WEALTH GROUP LLC MDYG Holdings History
BALANCED WEALTH GROUP LLC's SPDR S&P 400 Mid Cap Growth ETF Holding Summary
As of 2025-03-31, BALANCED WEALTH GROUP LLC held 119,679.00 shares of SPDR S&P 400 Mid Cap Growth ETF(MDYG), totaling $9.51 Mil. This investment constitutes 4.6% of their stock portfolio, and BALANCED WEALTH GROUP LLC now holds 0.39% of the outstanding SPDR S&P 400 Mid Cap Growth ETF(MDYG) stock.
The initial trade took place in 2023Q4. And since then BALANCED WEALTH GROUP LLC has made 3 purchases of MDYG, at an average price of $78.85, for a total of 235,793.00 shares. In addition, there have been 2 sales at an average price of $85.40 for 116,114.00 shares. Based on historical transaction data and MDYG's current price of $88.08, BALANCED WEALTH GROUP LLC's estimated gain on his MDYG holdings is $1.86 Mil, reflecting a 10.03% gain to date.
BALANCED WEALTH GROUP LLC MDYG ($88.08) Holding Chart
BALANCED WEALTH GROUP LLC MDYG ($88.08) 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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