Balanced Wealth Group LLC Spdr Portfolio Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024

A detailed history of Balanced Wealth Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Balanced Wealth Group LLC holds 288,306 shares of SPYG stock, worth $24.9 Million. This represents 9.26% of its overall portfolio holdings.

Number of Shares
288,306
Previous 1,272,825 77.35%
Holding current value
$24.9 Million
Previous $20.8 Billion 0.66%
% of portfolio
9.26%
Previous 9.46%

Shares

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

Oct 28, 2024
SELL
$73.38 - $84.1 $72.2 Million - $82.8 Million
-984,519 Reduced 77.35%
288,306 $20.9 Billion
Q2 2024

Aug 13, 2024
SELL
$68.71 - $80.95 $325,273 - $383,217
-4,734 Reduced 0.37%
1,272,825 $20.8 Billion
Q1 2024

May 13, 2024
BUY
$63.12 - $73.73 $73.5 Million - $85.9 Million
1,165,022 Added 1035.23%
1,277,559 $19.3 Billion
Q4 2023

Feb 06, 2024
BUY
$57.02 - $65.3 $6.42 Million - $7.35 Million
112,537 New
112,537 $7.32 Billion

Others Institutions Holding SPYG

# of Institutions
1,094
Shares Held
279M
Call Options Held
399K
Put Options Held
203K
View Full List

About SPDR PORTFOLIO

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