Number of Shares
20,066.00
Current Holdings Value*
$10.71 Mil
% of Portfolio
3.14%
Total Estimate Gain
$5.97 Mil
% of Total Estimate Gain
32.00%

DUMONT & BLAKE INVESTMENT ADVISORS LLC's S&P MidCap 400 ETF Holding Summary

As of 2025-03-31, DUMONT & BLAKE INVESTMENT ADVISORS LLC held 20,066.00 shares of S&P MidCap 400 ETF(MDY), totaling $10.71 Mil. This investment constitutes 3.14% of their stock portfolio, and DUMONT & BLAKE INVESTMENT ADVISORS LLC now holds 0.05% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2015Q2. And since then DUMONT & BLAKE INVESTMENT ADVISORS LLC has made 18 purchases of MDY, at an average price of $416.47, for a total of 44,768.00 shares. In addition, there have been 14 sales at an average price of $525.62 for 24,702.00 shares. Based on historical transaction data and MDY's current price of $579.42, DUMONT & BLAKE INVESTMENT ADVISORS LLC's estimated gain on his MDY holdings is $5.97 Mil, reflecting a 32.00% gain to date.

DUMONT & BLAKE INVESTMENT ADVISORS LLC MDY ($579.42) Holding Chart

DUMONT & BLAKE INVESTMENT ADVISORS LLC 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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