Balboa Wealth Partners Ssga Active Tr Spdr Ssga Fixed Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
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 90,923 shares of FISR stock, worth $2.33 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
90,923
Previous 79,904
13.79%
Holding current value
$2.33 Million
Previous $2.07 Million
13.64%
% of portfolio
0.49%
Previous 0.52%
Shares
12 transactions
Others Institutions Holding FISR
# of Institutions
75Shares Held
14MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.5MShares$89.7 Million0.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.17MShares$81.2 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.73MShares$44.4 Million0.02% of portfolio
-
Aspire Private Capital, LLC852KShares$21.8 Million5.37% of portfolio
-
New Edge Advisors, LLC New Orleans, LA721KShares$18.5 Million0.12% of portfolio