Number of Shares
28,354.00
Current Holdings Value*
$16.06 Mil
% of Portfolio
6.11%
Total Estimate Gain
$4.03 Mil
% of Total Estimate Gain
20.13%

Tiller Private Wealth, Inc.'s S&P MidCap 400 ETF Holding Summary

As of 2025-06-30, Tiller Private Wealth, Inc. held 28,354.00 shares of S&P MidCap 400 ETF(MDY), totaling $16.06 Mil. This investment constitutes 6.11% of their stock portfolio, and Tiller Private Wealth, Inc. now holds 0.07% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2018Q2. And since then Tiller Private Wealth, Inc. has made 19 purchases of MDY, at an average price of $379.35, for a total of 52,747.00 shares. In addition, there have been 10 sales at an average price of $318.53 for 24,393.00 shares. Based on historical transaction data and MDY's current price of $573.72, Tiller Private Wealth, Inc.'s estimated gain on his MDY holdings is $4.03 Mil, reflecting a 20.13% gain to date.

Tiller Private Wealth, Inc. MDY ($573.72) Holding Chart

Tiller Private Wealth, Inc. MDY ($573.72) 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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