Number of Shares
157,016.00
Current Holdings Value*
$12.48 Mil
% of Portfolio
2.11%
Total Estimate Gain
$2.31 Mil
% of Total Estimate Gain
20.61%

FinTrust Capital Advisors, LLC's SPDR S&P 400 Mid Cap Value ETF Holding Summary

As of 2024-09-30, FinTrust Capital Advisors, LLC held 157,016.00 shares of SPDR S&P 400 Mid Cap Value ETF(MDYV), totaling $12.48 Mil. This investment constitutes 2.11% of their stock portfolio, and FinTrust Capital Advisors, LLC now holds 0.47% of the outstanding SPDR S&P 400 Mid Cap Value ETF(MDYV) stock.

The initial trade took place in 2021Q4. And since then FinTrust Capital Advisors, LLC has made 8 purchases of MDYV, at an average price of $68.36, for a total of 164,163.00 shares. In addition, there have been 2 sales at an average price of $72.89 for 7,147.00 shares. Based on historical transaction data and MDYV's current price of $82.89, FinTrust Capital Advisors, LLC's estimated gain on his MDYV holdings is $2.31 Mil, reflecting a 20.61% gain to date.

FinTrust Capital Advisors, LLC MDYV ($82.89) Holding Chart

FinTrust Capital Advisors, LLC MDYV ($82.89) 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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