Balboa Wealth Partners Spdr Portfolio Long Term Treas Call Options Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPTL

# of Institutions

435

Shares Held

335M

Call Options Held

26.8K

Put Options Held

1.2K

State Street Corp Boston, MA

54.9M
Shares

$1.51 Billion
0.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

41.2M
Shares

$1.13 Billion
2.5% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

39.8M
Shares

$1.09 Billion
0.47% of portfolio
Bank Of America Corp Charlotte, NC

17.9M
Shares

$491 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$407 Million
0.14% of portfolio

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