Balboa Wealth Partners Leuthold Fds Inc Core ETF Call Options Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding LCR
# of Institutions
4Shares Held
933KCall Options Held
0Put Options Held
0-
Bridgeworth, LLC Birmingham, AL906KShares$33 Million2.89% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL22.3KShares$811,5650.0% of portfolio
-
Spire Wealth Management3.27KShares$118,9980.0% of portfolio
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Wfa Of San Diego, LLC1.62KShares$59,0080.05% of portfolio