BALANCED WEALTH GROUP LLC SPYV Holdings History
BALANCED WEALTH GROUP LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, BALANCED WEALTH GROUP LLC held 739,267.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $37.67 Mil. This investment constitutes 18.21% of their stock portfolio, and BALANCED WEALTH GROUP LLC now holds 0.15% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then BALANCED WEALTH GROUP LLC has made 2 purchases of SPYV, at an average price of $45.85, for a total of 1.55 Mil shares. In addition, there have been 3 sales at an average price of $50.92 for 812,721.00 shares. Based on historical transaction data and SPYV's current price of $52.11, BALANCED WEALTH GROUP LLC's estimated gain on his SPYV holdings is $8.75 Mil, reflecting a 12.30% gain to date.
BALANCED WEALTH GROUP LLC SPYV ($52.11) Holding Chart
BALANCED WEALTH GROUP LLC SPYV ($52.11) 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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