Number of Shares
440,259.00
Current Holdings Value*
$32.11 Mil
% of Portfolio
0.56%
Total Estimate Gain
$8.80 Mil
% of Total Estimate Gain
9.97%

BENJAMIN F. EDWARDS & COMPANY, INC.'s SPDR S&P 400 Mid Cap Value ETF Holding Summary

As of 2024-06-30, BENJAMIN F. EDWARDS & COMPANY, INC. held 440,259.00 shares of SPDR S&P 400 Mid Cap Value ETF(MDYV), totaling $32.11 Mil. This investment constitutes 0.56% of their stock portfolio, and BENJAMIN F. EDWARDS & COMPANY, INC. now holds -% of the outstanding SPDR S&P 400 Mid Cap Value ETF(MDYV) stock.

The initial trade took place in 2021Q2. And since then BENJAMIN F. EDWARDS & COMPANY, INC. has made 9 purchases of MDYV, at an average price of $65.59, for a total of 1.35 Mil shares. In addition, there have been 4 sales at an average price of $67.63 for 905,395.00 shares. Based on historical transaction data and MDYV's current price of $81.39, BENJAMIN F. EDWARDS & COMPANY, INC.'s estimated gain on his MDYV holdings is $8.80 Mil, reflecting a 9.97% gain to date.

BENJAMIN F. EDWARDS & COMPANY, INC. MDYV ($81.39) Holding Chart

BENJAMIN F. EDWARDS & COMPANY, INC. MDYV ($81.39) 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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