Number of Shares
6,146.00
Current Holdings Value*
$3.46 Mil
% of Portfolio
2.92%
Total Estimate Gain
$723,768.14
% of Total Estimate Gain
23.89%

Clear Point Advisors Inc.'s S&P MidCap 400 ETF Holding Summary

As of 2025-06-30, Clear Point Advisors Inc. held 6,146.00 shares of S&P MidCap 400 ETF(MDY), totaling $3.46 Mil. This investment constitutes 2.92% of their stock portfolio, and Clear Point Advisors Inc. now holds 0.02% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 4 purchases of MDY, at an average price of $465.16, for a total of 6,513.00 shares. In addition, there have been 2 sales at an average price of $523.76 for 367.00 shares. Based on historical transaction data and MDY's current price of $579.42, Clear Point Advisors Inc.'s estimated gain on his MDY holdings is $723,768.14, reflecting a 23.89% gain to date.

Clear Point Advisors Inc. MDY ($579.42) Holding Chart

Clear Point Advisors Inc. MDY ($579.42) 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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