Balanced Wealth Group LLC Spdr S&P 600 Small Cap Value E Transaction History
Balanced Wealth Group LLC
- $230 Billion
- Q2 2025
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 127,089 shares of SLYV stock, worth $10.4 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
127,089
Previous 112,003
13.47%
Holding current value
$10.4 Million
Previous $8.78 Billion
17.04%
% of portfolio
4.46%
Previous 4.24%
Shares
7 transactions
Others Institutions Holding SLYV
# of Institutions
612Shares Held
33.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$434 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$178 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$112 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$77.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.886KShares$72.4 Million4.01% of portfolio