Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$3.92 Mil
% of Total Estimate Gain
12.32%

Divergent Planning, LLC's S&P MidCap 400 ETF Holding Summary

As of 2025-06-30, Divergent Planning, LLC held - shares of S&P MidCap 400 ETF(MDY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Divergent Planning, LLC now holds 0% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2023Q1. And since then Divergent Planning, LLC has made 8 purchases of MDY, at an average price of $477.79, for a total of 66,502.00 shares. In addition, there have been 1 sales at an average price of $536.67 for 66,502.00 shares. Based on historical transaction data and MDY's current price of $583.26, Divergent Planning, LLC's estimated gain on his MDY holdings is $3.92 Mil, reflecting a 12.32% gain to date.

Divergent Planning, LLC MDY ($583.26) Holding Chart

Divergent Planning, 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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