Number of Shares
165.00
Current Holdings Value*
$88,020.00
% of Portfolio
0.03%
Total Estimate Gain
$8,716.07
% of Total Estimate Gain
4.44%

GRAYBILL WEALTH MANAGEMENT, LTD.'s S&P MidCap 400 ETF Holding Summary

As of 2025-03-31, GRAYBILL WEALTH MANAGEMENT, LTD. held 165.00 shares of S&P MidCap 400 ETF(MDY), totaling $88,020.00. This investment constitutes 0.03% of their stock portfolio, and GRAYBILL WEALTH MANAGEMENT, LTD. now holds 0% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2024Q3. And since then GRAYBILL WEALTH MANAGEMENT, LTD. has made 1 purchases of MDY, at an average price of $550.93, for a total of 356.00 shares. In addition, there have been 1 sales at an average price of $567.65 for 191.00 shares. Based on historical transaction data and MDY's current price of $584.40, GRAYBILL WEALTH MANAGEMENT, LTD.'s estimated gain on his MDY holdings is $8,716.07, reflecting a 4.44% gain to date.

GRAYBILL WEALTH MANAGEMENT, LTD. MDY ($584.40) Holding Chart

GRAYBILL WEALTH MANAGEMENT, LTD. MDY ($584.40) 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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