Tandem Wealth Advisors LLC MDY Holdings History
Tandem Wealth Advisors LLC's S&P MidCap 400 ETF Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 29,251.00 shares of S&P MidCap 400 ETF(MDY), totaling $15.60 Mil. This investment constitutes 8.16% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0.07% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 7 purchases of MDY, at an average price of $450.71, for a total of 34,335.00 shares. In addition, there have been 2 sales at an average price of $568.59 for 5,084.00 shares. Based on historical transaction data and MDY's current price of $582.43, Tandem Wealth Advisors LLC's estimated gain on his MDY holdings is $4.45 Mil, reflecting a 28.77% gain to date.
Tandem Wealth Advisors LLC MDY ($582.43) Holding Chart
Tandem Wealth Advisors LLC MDY ($582.43) 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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