Balasa Dinverno & Foltz LLC Spdr Portfolio Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 39,251 shares of SPYG stock, worth $4.11 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
39,251
Previous 32,175
21.99%
Holding current value
$4.11 Million
Previous $1.68 Million
16.88%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,388Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio