Number of Shares
10,007.00
Current Holdings Value*
$4.81 Mil
% of Portfolio
2.76%
Total Estimate Gain
$2.30 Mil
% of Total Estimate Gain
49.60%

Filbrandt Wealth Management, LLC's S&P MidCap 400 ETF Holding Summary

As of 2021-09-30, Filbrandt Wealth Management, LLC held 10,007.00 shares of S&P MidCap 400 ETF(MDY), totaling $4.81 Mil. This investment constitutes 2.76% of their stock portfolio, and Filbrandt Wealth Management, LLC now holds 0.02% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2019Q4. In addition, there have been 7 sales at an average price of $398.36 for 2,796.00 shares. Based on historical transaction data and MDY's current price of $581.66, Filbrandt Wealth Management, LLC's estimated gain on his MDY holdings is $2.30 Mil, reflecting a 49.60% gain to date.

Filbrandt Wealth Management, LLC MDY ($581.66) Holding Chart

Filbrandt Wealth Management, LLC MDY ($581.66) 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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