Balboa Wealth Partners Innovator U.S. Equity Ultra Bu Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding UAUG
# of Institutions
86Shares Held
4.62MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.16MShares$41.2 Million0.68% of portfolio
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Kestra Advisory Services, LLC347KShares$12.3 Million0.07% of portfolio
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Kfg Wealth Management, LLC Granger, IN262KShares$9.31 Million2.67% of portfolio
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Onyx Bridge Wealth Group LLC245KShares$8.69 Million1.34% of portfolio
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Commonwealth Equity Services, LLC175KShares$6.19 Million0.01% of portfolio