Wealth Alliance Advisory Group, LLC MDY Holdings History
Wealth Alliance Advisory Group, LLC's S&P MidCap 400 ETF Holding Summary
As of 2025-06-30, Wealth Alliance Advisory Group, LLC held 24,825.00 shares of S&P MidCap 400 ETF(MDY), totaling $14.06 Mil. This investment constitutes 2.68% of their stock portfolio, and Wealth Alliance Advisory Group, LLC now holds 0.06% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2018Q2. And since then Wealth Alliance Advisory Group, LLC has made 16 purchases of MDY, at an average price of $403.65, for a total of 76,207.00 shares. In addition, there have been 7 sales at an average price of $385.23 for 51,382.00 shares. Based on historical transaction data and MDY's current price of $579.42, Wealth Alliance Advisory Group, LLC's estimated gain on his MDY holdings is $3.42 Mil, reflecting a 11.11% gain to date.
Wealth Alliance Advisory Group, LLC MDY ($579.42) Holding Chart
Wealth Alliance Advisory Group, LLC MDY ($579.42) 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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