Balboa Wealth Partners Spdr Portfolio Intermediate Te Transaction History
Balboa Wealth Partners
- $398 Million
- Q1 2025
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Balboa Wealth Partners holds 23,662 shares of SPIB stock, worth $787,707. This represents 0.2% of its overall portfolio holdings.
Number of Shares
23,662
Previous 27,324
13.4%
Holding current value
$787,707
Previous $895,000
12.18%
% of portfolio
0.2%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
624Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$330 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$183 Million1.5% of portfolio