Balanced Wealth Group LLC Spdr S&P 600 Small Cap Value E Transaction History

Balanced Wealth Group LLC

  • $223 Billion
  • Q4 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 110,931 shares of SLYV stock, worth $8.84 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares
110,931
Previous 108,459 2.28%
Holding current value
$8.84 Million
Previous $9.29 Billion 4.69%
% of portfolio
4.37%
Previous 4.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$84.34 - $95.14 $208,488 - $235,186
2,472 Added 2.28%
110,931 $9.73 Billion
Q3 2024

Oct 28, 2024
SELL
$77.23 - $87.97 $15.8 Million - $17.9 Million
-203,937 Reduced 65.28%
108,459 $9.29 Billion
Q2 2024

Aug 13, 2024
BUY
$76.01 - $82.53 $895,929 - $972,781
11,787 Added 3.92%
312,396 $7.94 Billion
Q1 2024

May 13, 2024
BUY
$77.43 - $82.98 $21 Million - $22.5 Million
271,557 Added 934.73%
300,609 $7.38 Billion
Q4 2023

Feb 06, 2024
BUY
$66.67 - $84.55 $1.94 Million - $2.46 Million
29,052 New
29,052 $2.42 Billion

Others Institutions Holding SLYV

# of Institutions
631
Shares Held
31.6M
Call Options Held
6.4K
Put Options Held
600
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email