Number of Shares
6,212.00
Current Holdings Value*
$3.52 Mil
% of Portfolio
4.13%
Total Estimate Gain
$-28,045.18
% of Total Estimate Gain
-0.75%

New Century Financial Group, LLC's S&P MidCap 400 ETF Holding Summary

As of 2025-06-30, New Century Financial Group, LLC held 6,212.00 shares of S&P MidCap 400 ETF(MDY), totaling $3.52 Mil. This investment constitutes 4.13% of their stock portfolio, and New Century Financial Group, LLC now holds 0.02% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2024Q4. And since then New Century Financial Group, LLC has made 1 purchases of MDY, at an average price of $586.49, for a total of 6,384.00 shares. In addition, there have been 2 sales at an average price of $540.09 for 172.00 shares. Based on historical transaction data and MDY's current price of $583.26, New Century Financial Group, LLC's estimated gain on his MDY holdings is $-28,045.18, reflecting a -0.75% gain to date.

New Century Financial Group, LLC MDY ($583.26) Holding Chart

New Century Financial Group, LLC MDY ($583.26) 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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