Number of Shares
222,910.00
Current Holdings Value*
$118.92 Mil
% of Portfolio
12.49%
Total Estimate Gain
$54.67 Mil
% of Total Estimate Gain
51.50%

Conservest Capital Advisors, Inc.'s S&P MidCap 400 ETF Holding Summary

As of 2025-03-31, Conservest Capital Advisors, Inc. held 222,910.00 shares of S&P MidCap 400 ETF(MDY), totaling $118.92 Mil. This investment constitutes 12.49% of their stock portfolio, and Conservest Capital Advisors, Inc. now holds 0.55% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2018Q2. And since then Conservest Capital Advisors, Inc. has made 14 purchases of MDY, at an average price of $366.88, for a total of 289,373.00 shares. In addition, there have been 14 sales at an average price of $476.64 for 66,463.00 shares. Based on historical transaction data and MDY's current price of $579.42, Conservest Capital Advisors, Inc.'s estimated gain on his MDY holdings is $54.67 Mil, reflecting a 51.50% gain to date.

Conservest Capital Advisors, Inc. MDY ($579.42) Holding Chart

Conservest Capital 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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