Balboa Wealth Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History
Balboa Wealth Partners
- $422 Million
- Q4 2024
A detailed history of Balboa Wealth Partners transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Balboa Wealth Partners holds 32,054 shares of SPEM stock, worth $1.27 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
32,054
Previous 36,621
12.47%
Holding current value
$1.27 Million
Previous $1.51 Million
18.66%
% of portfolio
0.29%
Previous 0.39%
Shares
9 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$918 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$737 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$398 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$256 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$233 Million0.08% of portfolio