FAS Wealth Partners, Inc. MDYV Holdings History
FAS Wealth Partners, Inc.'s SPDR S&P 400 Mid Cap Value ETF Holding Summary
As of 2025-03-31, FAS Wealth Partners, Inc. held 556,287.00 shares of SPDR S&P 400 Mid Cap Value ETF(MDYV), totaling $42.86 Mil. This investment constitutes 3.5% of their stock portfolio, and FAS Wealth Partners, Inc. now holds 1.84% of the outstanding SPDR S&P 400 Mid Cap Value ETF(MDYV) stock.
The initial trade took place in 2021Q2. And since then FAS Wealth Partners, Inc. has made 8 purchases of MDYV, at an average price of $67.95, for a total of 935,322.00 shares. In addition, there have been 8 sales at an average price of $66.40 for 379,035.00 shares. Based on historical transaction data and MDYV's current price of $81.39, FAS Wealth Partners, Inc.'s estimated gain on his MDYV holdings is $6.89 Mil, reflecting a 10.84% gain to date.
FAS Wealth Partners, Inc. MDYV ($81.39) Holding Chart
FAS Wealth Partners, Inc. MDYV ($81.39) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
