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 $3.24 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
39,251
Previous 32,175
21.99%
Holding current value
$3.24 Million
Previous $1.68 Million
16.88%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.48 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.73 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$995 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$618 Million0.17% of portfolio