Balanced Wealth Group LLC Spdr Portfolio S&P 500 Value E Transaction History
Balanced Wealth Group LLC
- $207 Billion
- Q1 2025
A detailed history of Balanced Wealth Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Balanced Wealth Group LLC holds 739,267 shares of SPYV stock, worth $36.1 Million. This represents 18.21% of its overall portfolio holdings.
Number of Shares
739,267
Previous 802,804
7.91%
Holding current value
$36.1 Million
Previous $39 Billion
3.43%
% of portfolio
18.21%
Previous 17.51%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
1,089Shares Held
458MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.82 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.02 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$994 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$848 Million9.72% of portfolio
-
Horizon Financial Services, LLC16.2MShares$790 Million7.33% of portfolio