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 $3.72 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
39,251
Previous 32,175
21.99%
Holding current value
$3.72 Million
Previous $1.68 Million
16.88%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,237Shares Held
306MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.42 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.87 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.06 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$828 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$726 Million0.05% of portfolio