Balboa Wealth Partners Ssga Active Tr Spdr Ssga Fixed Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 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 48,595 shares of FISR stock, worth $1.26 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
48,595
Previous 90,923
46.55%
Holding current value
$1.26 Million
Previous $2.35 Million
46.1%
% of portfolio
0.23%
Previous 0.49%
Shares
13 transactions
Others Institutions Holding FISR
# of Institutions
67Shares Held
9.18MCall 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
-
New Edge Advisors, LLC New Orleans, LA717KShares$18.6 Million0.09% of portfolio
-
Aspire Private Capital, LLC612KShares$15.9 Million3.75% of portfolio