Balboa Wealth Partners Ssga Active Tr Spdr Ssga Fixed Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Ssga Active Tr Spdr Ssga Fixed stock. As of the latest transaction made, Balboa Wealth Partners holds 71,100 shares of FISR stock, worth $1.89 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
71,100
Previous 71,315
0.3%
Holding current value
$1.89 Million
Previous $1.83 Million
1.04%
% of portfolio
0.49%
Previous 0.59%
Shares
8 transactions
Others Institutions Holding FISR
# of Institutions
60Shares Held
9.39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.42MShares$64.4 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.47MShares$39.1 Million0.14% of portfolio
-
Envestnet Asset Management Inc1.35MShares$36.1 Million0.01% of portfolio
-
Aspire Private Capital, LLC817KShares$21.8 Million5.39% of portfolio
-
Hibernia Wealth Partners, LLC Baton Rouge, LA742KShares$19.8 Million6.57% of portfolio