Balboa Wealth Partners Spdr Portfolio Intermediate Te Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Balboa Wealth Partners holds 14,226 shares of SPIB stock, worth $467,750. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,226
Previous 13,089
8.69%
Holding current value
$467,750
Previous $426,000
12.44%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
519Shares Held
202MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.5MShares$1.07 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.92MShares$195 Million0.05% of portfolio