Number of Shares
8,545.00
Current Holdings Value*
$4.84 Mil
% of Portfolio
2.54%
Total Estimate Gain
$824,831.04
% of Total Estimate Gain
18.40%

Midwest Financial Group LLC's S&P MidCap 400 ETF Holding Summary

As of 2025-06-30, Midwest Financial Group LLC held 8,545.00 shares of S&P MidCap 400 ETF(MDY), totaling $4.84 Mil. This investment constitutes 2.54% of their stock portfolio, and Midwest Financial Group LLC now holds 0.02% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2023Q1. And since then Midwest Financial Group LLC has made 7 purchases of MDY, at an average price of $487.10, for a total of 9,201.00 shares. In addition, there have been 2 sales at an average price of $501.93 for 656.00 shares. Based on historical transaction data and MDY's current price of $582.49, Midwest Financial Group LLC's estimated gain on his MDY holdings is $824,831.04, reflecting a 18.40% gain to date.

Midwest Financial Group LLC MDY ($582.49) Holding Chart

Midwest Financial Group LLC MDY ($582.49) 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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