Balboa Wealth Partners Ssga Active Tr Spdr Ssga Fixed Transaction History
Balboa Wealth Partners
- $572 Million
- Q4 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 72,094 shares of FISR stock, worth $1.87 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
72,094
Previous 48,595
48.36%
Holding current value
$1.87 Million
Previous $1.27 Million
47.95%
% of portfolio
0.33%
Previous 0.23%
Shares
14 transactions
Others Institutions Holding FISR
# of Institutions
70Shares Held
10MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.98MShares$51.4 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.78MShares$46.2 Million0.19% of portfolio
-
Envestnet Asset Management Inc1.33MShares$34.5 Million0.01% of portfolio
-
Aspire Private Capital, LLC806KShares$21 Million4.92% of portfolio
-
New Edge Advisors, LLC New Orleans, LA717KShares$18.6 Million0.09% of portfolio