Balboa Wealth Partners Ssga Active Tr Spdr Ssga Fixed Transaction History
Balboa Wealth Partners
- $398 Million
- Q1 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 79,904 shares of FISR stock, worth $2.05 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
79,904
Previous 72,978
9.49%
Holding current value
$2.05 Million
Previous $1.85 Million
11.73%
% of portfolio
0.52%
Previous 0.44%
Shares
11 transactions
Others Institutions Holding FISR
# of Institutions
76Shares Held
12.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.17MShares$81.3 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.48MShares$63.6 Million0.27% of portfolio
-
Envestnet Asset Management Inc1.73MShares$44.5 Million0.02% of portfolio
-
Aspire Private Capital, LLC778KShares$20 Million5.2% of portfolio
-
New Edge Advisors, LLC New Orleans, LA721KShares$18.5 Million0.12% of portfolio