Balboa Wealth Partners Spdr Portfolio S&P 600 Small C Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Balboa Wealth Partners holds 13,296 shares of SPSM stock, worth $570,930. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,296
Previous 15,949
16.63%
Holding current value
$570,930
Previous $686,000
19.53%
% of portfolio
0.15%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$946 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$772 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$629 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$277 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$238 Million0.04% of portfolio