Balboa Wealth Partners Capital Grp Core Plus Income E Transaction History
Balboa Wealth Partners
- $422 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding CGMS
# of Institutions
216Shares Held
49.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.45MShares$00.0% of portfolio
-
Morgan Stanley New York, NY4.75MShares$00.0% of portfolio
-
Envestnet Asset Management Inc2.99MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.91MShares$00.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.8MShares$00.0% of portfolio