Number of Shares
17,228.00
Current Holdings Value*
$9.79 Mil
% of Portfolio
7.35%
Total Estimate Gain
$3.68 Mil
% of Total Estimate Gain
51.71%

Hummer Financial Advisory Services Inc's S&P MidCap 400 ETF Holding Summary

As of 2025-06-30, Hummer Financial Advisory Services Inc held 17,228.00 shares of S&P MidCap 400 ETF(MDY), totaling $9.79 Mil. This investment constitutes 7.35% of their stock portfolio, and Hummer Financial Advisory Services Inc now holds 0.04% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2019Q4. And since then Hummer Financial Advisory Services Inc has made 6 purchases of MDY, at an average price of $370.11, for a total of 19,231.00 shares. In addition, there have been 7 sales at an average price of $438.44 for 2,003.00 shares. Based on historical transaction data and MDY's current price of $575.81, Hummer Financial Advisory Services Inc's estimated gain on his MDY holdings is $3.68 Mil, reflecting a 51.71% gain to date.

Hummer Financial Advisory Services Inc MDY ($575.81) Holding Chart

Hummer Financial Advisory Services Inc MDY ($575.81) 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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