Balanced Wealth Group LLC Spdr Portfolio Call Options Transaction History

Balanced Wealth Group LLC

$226 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.67 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.76 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.12 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$666 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$618 Million
0.04% of portfolio

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