Balboa Wealth Partners Spdr Portfolio Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio stock. As of the latest transaction made, Balboa Wealth Partners holds 5,674 shares of SPMD stock, worth $293,005. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,674
Previous 5,478
3.58%
Holding current value
$293,005
Previous $292,000
0.34%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.6 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$840 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$638 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$300 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$297 Million10.91% of portfolio