BALANCED WEALTH GROUP LLC SLYV Holdings History
BALANCED WEALTH GROUP LLC's SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-03-31, BALANCED WEALTH GROUP LLC held 112,003.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $8.78 Mil. This investment constitutes 4.24% of their stock portfolio, and BALANCED WEALTH GROUP LLC now holds 0.24% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2023Q4. And since then BALANCED WEALTH GROUP LLC has made 4 purchases of SLYV, at an average price of $79.67, for a total of 315,940.00 shares. In addition, there have been 1 sales at an average price of $83.70 for 203,937.00 shares. Based on historical transaction data and SLYV's current price of $80.12, BALANCED WEALTH GROUP LLC's estimated gain on his SLYV holdings is $873,299.50, reflecting a 3.47% gain to date.
BALANCED WEALTH GROUP LLC SLYV ($80.12) Holding Chart
BALANCED WEALTH GROUP LLC SLYV ($80.12) 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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