Balanced Wealth Group LLC Spdr Portfolio Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 2024
A detailed history of Balanced Wealth Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Balanced Wealth Group LLC holds 288,306 shares of SPYG stock, worth $26.3 Million. This represents 9.26% of its overall portfolio holdings.
Number of Shares
288,306
Previous 1,272,825
77.35%
Holding current value
$26.3 Million
Previous $20.8 Billion
0.66%
% of portfolio
9.26%
Previous 9.46%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.86 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.88 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.2 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$712 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$661 Million0.04% of portfolio