Balanced Wealth Group LLC Spdr S&P 600 Small Cap Growth Transaction History
Balanced Wealth Group LLC
- $220 Billion
- Q2 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 301,155 shares of SLYG stock, worth $27.6 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
301,155
Previous 291,710
3.24%
Holding current value
$27.6 Million
Previous $7.1 Billion
9.19%
% of portfolio
3.53%
Previous 3.16%
Shares
3 transactions
Others Institutions Holding SLYG
# of Institutions
465Shares Held
25.7MCall Options Held
2.5KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.27MShares$209 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$149 Million0.01% of portfolio
-
Citigroup Inc1.61MShares$148 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.34MShares$123 Million0.26% of portfolio
-
Townsquare Capital LLC1.1MShares$101 Million1.32% of portfolio