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 $8.93 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares
95,077
Previous 301,155 68.43%
Holding current value
$8.93 Million
Previous $7.75 Billion 12.57%
% of portfolio
3.86%
Previous 3.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$85.03 - $94.56 $17.5 Million - $19.5 Million
-206,078 Reduced 68.43%
95,077 $8.73 Billion
Q2 2024

Aug 13, 2024
BUY
$81.25 - $88.21 $767,406 - $833,143
9,445 Added 3.24%
301,155 $7.75 Billion
Q1 2024

May 13, 2024
BUY
$80.09 - $87.23 $21.2 Million - $23.1 Million
265,139 Added 997.85%
291,710 $7.1 Billion
Q4 2023

Feb 06, 2024
BUY
$68.97 - $85.01 $1.83 Million - $2.26 Million
26,571 New
26,571 $2.22 Billion

Others Institutions Holding SLYG

# of Institutions
500
Shares Held
27.5M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP GROWTH

SLYG Quotes by TradingView
  • Ticker SLYG
  • Sector ETFs
  • Industry ETFs
More about SLYG
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