BALANCED WEALTH GROUP LLC SPYG Holdings History
BALANCED WEALTH GROUP LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, BALANCED WEALTH GROUP LLC held 241,618.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $19.34 Mil. This investment constitutes 9.35% of their stock portfolio, and BALANCED WEALTH GROUP LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q4. And since then BALANCED WEALTH GROUP LLC has made 1 purchases of SPYG, at an average price of $68.90, for a total of 1.28 Mil shares. In addition, there have been 4 sales at an average price of $80.23 for 1.04 Mil shares. Based on historical transaction data and SPYG's current price of $94.79, BALANCED WEALTH GROUP LLC's estimated gain on his SPYG holdings is $17.99 Mil, reflecting a 20.43% gain to date.
BALANCED WEALTH GROUP LLC SPYG ($94.79) Holding Chart
BALANCED WEALTH GROUP LLC SPYG ($94.79) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
