Number of Shares
30,923.00
Current Holdings Value*
$16.50 Mil
% of Portfolio
2.74%
Total Estimate Gain
$40,763.66
% of Total Estimate Gain
0.22%

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 $588.03, Serenus Wealth Advisors, LLC's estimated gain on his MDY holdings is $40,763.66, reflecting a 0.22% gain to date.

Serenus Wealth Advisors, LLC MDY ($588.03) Holding Chart

Serenus Wealth Advisors, LLC MDY ($588.03) 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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