Balanced Wealth Group LLC Spdr S&P 600 Small Cap Growth Transaction History
Balanced Wealth Group LLC
- $226 Billion
- Q3 2024
A detailed history of Balanced Wealth Group LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Balanced Wealth Group LLC holds 95,077 shares of SLYG stock, worth $8.74 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
95,077
Previous 301,155
68.43%
Holding current value
$8.74 Million
Previous $7.75 Billion
12.57%
% of portfolio
3.86%
Previous 3.53%
Shares
4 transactions
Others Institutions Holding SLYG
# of Institutions
496Shares Held
26.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.32MShares$213 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$154 Million0.01% of portfolio
-
Citigroup Inc1.62MShares$149 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.33MShares$122 Million0.25% of portfolio
-
Townsquare Capital LLC1.2MShares$111 Million1.37% of portfolio