A detailed history of Balance Wealth, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Balance Wealth, LLC holds 311 shares of LLY stock, worth $317,748. This represents 0.06% of its overall portfolio holdings.

Number of Shares
311
Previous 373 16.62%
Holding current value
$317,748
Previous $291 Million 18.28%
% of portfolio
0.06%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$625.65 - $812.69 $38,790 - $50,386
-62 Reduced 16.62%
311 $238 Million
Q2 2025

Aug 13, 2025

BUY
$713.71 - $898.95 $24,266 - $30,564
34 Added 10.03%
373 $291 Million
Q1 2025

Apr 23, 2025

BUY
$725.72 - $929.72 $246,019 - $315,175
339 New
339 $280 Million

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $971B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
Track This Portfolio

Track Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.