Filbrandt Wealth Management, LLC MDY Holdings History
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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