Number of Shares
460,881.00
Current Holdings Value*
$36.62 Mil
% of Portfolio
2.99%
Total Estimate Gain
$18.60 Mil
% of Total Estimate Gain
41.00%

FAS Wealth Partners, Inc.'s SPDR S&P 400 Mid Cap Growth ETF Holding Summary

As of 2025-03-31, FAS Wealth Partners, Inc. held 460,881.00 shares of SPDR S&P 400 Mid Cap Growth ETF(MDYG), totaling $36.62 Mil. This investment constitutes 2.99% of their stock portfolio, and FAS Wealth Partners, Inc. now holds 1.76% of the outstanding SPDR S&P 400 Mid Cap Growth ETF(MDYG) stock.

The initial trade took place in 2017Q1. And since then FAS Wealth Partners, Inc. has made 18 purchases of MDYG, at an average price of $55.66, for a total of 814,818.00 shares. In addition, there have been 11 sales at an average price of $65.35 for 353,937.00 shares. Based on historical transaction data and MDYG's current price of $88.57, FAS Wealth Partners, Inc.'s estimated gain on his MDYG holdings is $18.60 Mil, reflecting a 41.00% gain to date.

FAS Wealth Partners, Inc. MDYG ($88.57) Holding Chart

FAS Wealth Partners, Inc. MDYG ($88.57) 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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