Granite Bay Wealth Management, LLC MDY Holdings History
Granite Bay Wealth Management, LLC's S&P MidCap 400 ETF Holding Summary
As of 2025-06-30, Granite Bay Wealth Management, LLC held 51,486.00 shares of S&P MidCap 400 ETF(MDY), totaling $29.17 Mil. This investment constitutes 9.37% of their stock portfolio, and Granite Bay Wealth Management, LLC now holds 0.13% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2021Q4. And since then Granite Bay Wealth Management, LLC has made 10 purchases of MDY, at an average price of $479.85, for a total of 2.59 Mil shares. In addition, there have been 4 sales at an average price of $517.89 for 2.54 Mil shares. Based on historical transaction data and MDY's current price of $579.42, Granite Bay Wealth Management, LLC's estimated gain on his MDY holdings is $101.78 Mil, reflecting a 8.18% gain to date.
Granite Bay Wealth Management, LLC MDY ($579.42) Holding Chart
Granite Bay Wealth Management, LLC MDY ($579.42) 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
