Balboa Wealth Partners Vanguard Total International B Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$46.98 - $49.45 $704 - $741	-15 Reduced 0.26%	5,738 $272,000
Q3 2022 Jan 04, 2023	BUY	$47.32 - $51.35 $272,231 - $295,416	5,753 New	5,753 $275,000

Others Institutions Holding BNDX

# of Institutions

920

Shares Held

657M

Call Options Held

5K

Put Options Held

355K

Jpmorgan Chase & CO New York, NY

222M
Shares

$11.2 Billion
0.92% of portfolio
Bank Of America Corp Charlotte, NC

111M
Shares

$5.6 Billion
0.47% of portfolio
Envestnet Asset Management Inc

58.1M
Shares

$2.94 Billion
0.97% of portfolio
Vanguard Group Inc Valley Forge, PA

53M
Shares

$2.67 Billion
0.05% of portfolio
Mercer Global Advisors Inc Denver, CO

21.6M
Shares

$1.09 Billion
2.38% of portfolio

About VANGUARD TOTAL INTERNATIONAL B

Ticker BNDX
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