Private Wealth Management Group, LLC MDYV Holdings History
Private Wealth Management Group, LLC's SPDR S&P 400 Mid Cap Value ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 133,666.00 shares of SPDR S&P 400 Mid Cap Value ETF(MDYV), totaling $10.30 Mil. This investment constitutes 3.8% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.44% of the outstanding SPDR S&P 400 Mid Cap Value ETF(MDYV) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 1 purchases of MDYV, at an average price of $66.33, for a total of 144,852.00 shares. In addition, there have been 4 sales at an average price of $80.85 for 11,186.00 shares. Based on historical transaction data and MDYV's current price of $81.39, Private Wealth Management Group, LLC's estimated gain on his MDYV holdings is $2.18 Mil, reflecting a 22.65% gain to date.
Private Wealth Management Group, LLC MDYV ($81.39) Holding Chart
Private Wealth Management Group, LLC MDYV ($81.39) 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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