BALANCED WEALTH GROUP LLC MDYV Holdings History
BALANCED WEALTH GROUP LLC's SPDR S&P 400 Mid Cap Value ETF Holding Summary
As of 2025-03-31, BALANCED WEALTH GROUP LLC held 141,552.00 shares of SPDR S&P 400 Mid Cap Value ETF(MDYV), totaling $10.91 Mil. This investment constitutes 5.27% of their stock portfolio, and BALANCED WEALTH GROUP LLC now holds 0.47% of the outstanding SPDR S&P 400 Mid Cap Value ETF(MDYV) stock.
The initial trade took place in 2023Q4. And since then BALANCED WEALTH GROUP LLC has made 3 purchases of MDYV, at an average price of $71.76, for a total of 256,040.00 shares. In addition, there have been 2 sales at an average price of $76.44 for 114,488.00 shares. Based on historical transaction data and MDYV's current price of $81.80, BALANCED WEALTH GROUP LLC's estimated gain on his MDYV holdings is $1.96 Mil, reflecting a 10.66% gain to date.
BALANCED WEALTH GROUP LLC MDYV ($81.80) Holding Chart
BALANCED WEALTH GROUP LLC MDYV ($81.80) 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
