Number of Shares
34,320.00
Current Holdings Value*
$16.44 Mil
% of Portfolio
1.89%
Total Estimate Gain
$8.11 Mil
% of Total Estimate Gain
49.44%

BDO Wealth Advisors, LLC's S&P MidCap 400 ETF Holding Summary

As of 2023-06-30, BDO Wealth Advisors, LLC held 34,320.00 shares of S&P MidCap 400 ETF(MDY), totaling $16.44 Mil. This investment constitutes 1.89% of their stock portfolio, and BDO Wealth Advisors, LLC now holds 0.08% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2018Q2. And since then BDO Wealth Advisors, LLC has made 7 purchases of MDY, at an average price of $352.44, for a total of 46,546.00 shares. In addition, there have been 15 sales at an average price of $367.84 for 12,226.00 shares. Based on historical transaction data and MDY's current price of $583.26, BDO Wealth Advisors, LLC's estimated gain on his MDY holdings is $8.11 Mil, reflecting a 49.44% gain to date.

BDO Wealth Advisors, LLC MDY ($583.26) Holding Chart

BDO Wealth Advisors, LLC MDY ($583.26) 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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