Serenus Wealth Advisors, LLC MDY Holdings History
Serenus Wealth Advisors, LLC's S&P MidCap 400 ETF Holding Summary
As of 2025-03-31, Serenus Wealth Advisors, LLC held 30,923.00 shares of S&P MidCap 400 ETF(MDY), totaling $16.50 Mil. This investment constitutes 2.74% of their stock portfolio, and Serenus Wealth Advisors, LLC now holds 0.08% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $567.65 for 364.00 shares. Based on historical transaction data and MDY's current price of $583.73, Serenus Wealth Advisors, LLC's estimated gain on his MDY holdings is $-92,205.24, reflecting a -0.50% gain to date.
Serenus Wealth Advisors, LLC MDY ($583.73) Holding Chart
Serenus Wealth Advisors, LLC MDY ($583.73) 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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