Thrive Wealth Management, LLC MDY Holdings History
Thrive Wealth Management, LLC's S&P MidCap 400 ETF Holding Summary
As of 2025-06-30, Thrive Wealth Management, LLC held 21,391.00 shares of S&P MidCap 400 ETF(MDY), totaling $12.12 Mil. This investment constitutes 1.96% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0.05% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2022Q4. And since then Thrive Wealth Management, LLC has made 5 purchases of MDY, at an average price of $534.64, for a total of 23,470.00 shares. In addition, there have been 4 sales at an average price of $513.55 for 2,079.00 shares. Based on historical transaction data and MDY's current price of $579.23, Thrive Wealth Management, LLC's estimated gain on his MDY holdings is $910,033.29, reflecting a 7.25% gain to date.
Thrive Wealth Management, LLC MDY ($579.23) Holding Chart
Thrive Wealth Management, LLC MDY ($579.23) 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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