Balboa Wealth Partners Ssga Active Tr Spdr Ssga Fixed Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in Ssga Active Tr Spdr Ssga Fixed stock. As of the latest transaction made, Balboa Wealth Partners holds 82,569 shares of FISR stock, worth $2.11 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
82,569
Previous 71,100
16.13%
Holding current value
$2.11 Million
Previous $1.81 Million
21.4%
% of portfolio
0.56%
Previous 0.49%
Shares
9 transactions
Others Institutions Holding FISR
# of Institutions
68Shares Held
13MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.2MShares$82 Million0.04% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.52MShares$64.6 Million0.24% of portfolio
-
Envestnet Asset Management Inc1.75MShares$44.8 Million0.02% of portfolio
-
Aspire Private Capital, LLC875KShares$22.4 Million5.59% of portfolio
-
Hibernia Wealth Partners, LLC Baton Rouge, LA728KShares$18.6 Million5.79% of portfolio