BALANCED WEALTH GROUP LLC SLYG Holdings History
BALANCED WEALTH GROUP LLC's SPDR S&P 600 Small Cap Growth ETF Holding Summary
As of 2025-03-31, BALANCED WEALTH GROUP LLC held 100,208.00 shares of SPDR S&P 600 Small Cap Growth ETF(SLYG), totaling $8.32 Mil. This investment constitutes 4.02% of their stock portfolio, and BALANCED WEALTH GROUP LLC now holds 0.25% of the outstanding SPDR S&P 600 Small Cap Growth ETF(SLYG) stock.
The initial trade took place in 2023Q4. And since then BALANCED WEALTH GROUP LLC has made 3 purchases of SLYG, at an average price of $82.95, for a total of 307,868.00 shares. In addition, there have been 2 sales at an average price of $90.09 for 207,660.00 shares. Based on historical transaction data and SLYG's current price of $88.63, BALANCED WEALTH GROUP LLC's estimated gain on his SLYG holdings is $2.05 Mil, reflecting a 8.04% gain to date.
BALANCED WEALTH GROUP LLC SLYG ($88.63) Holding Chart
BALANCED WEALTH GROUP LLC SLYG ($88.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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