Balasa Dinverno & Foltz LLC Spdr Portfolio Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 39,251 shares of SPYG stock, worth $3.58 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
39,251
Previous 32,175
21.99%
Holding current value
$3.58 Million
Previous $1.68 Million
16.88%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.86 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.88 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.2 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$712 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$661 Million0.04% of portfolio