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

Balanced Wealth Group LLC

  • $224 Billion
  • Q1 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 300,609 shares of SLYV stock, worth $23.4 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
300,609
Previous 29,052 934.73%
Holding current value
$23.4 Million
Previous $2.42 Billion 205.11%
% of portfolio
3.29%
Previous 1.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
561
Shares Held
31.2M
Call Options Held
5.5K
Put Options Held
100
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
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