Balanced Wealth Group LLC Spdr Portfolio Put Options Transaction History

Balanced Wealth Group LLC

$226 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPYG

# of Institutions

1,095

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.71 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.78 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.14 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$674 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$626 Million
0.04% of portfolio

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