Balanced Wealth Group LLC Spdr S&P 600 Small Cap Value E 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 Value E stock. As of the latest transaction made, Balanced Wealth Group LLC holds 108,459 shares of SLYV stock, worth $9.55 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
108,459
Previous 312,396
65.28%
Holding current value
$9.55 Million
Previous $7.94 Billion
16.98%
% of portfolio
4.11%
Previous 3.61%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
591Shares Held
31.3MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$235 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$132 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$81 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$80.2 Million4.36% of portfolio