Balboa Wealth Partners Ssga Active Tr Spdr Ssga Fixed Put Options Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FISR

# of Institutions

68

Shares Held

13M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.2M
Shares

$82 Million
0.04% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.52M
Shares

$64.6 Million
0.24% of portfolio
Envestnet Asset Management Inc

1.75M
Shares

$44.8 Million
0.02% of portfolio
Aspire Private Capital, LLC

875K
Shares

$22.4 Million
5.59% of portfolio
Hibernia Wealth Partners, LLC Baton Rouge, LA

728K
Shares

$18.6 Million
5.79% of portfolio

About SSGA ACTIVE TR SPDR SSGA FIXED

Ticker FISR
Sector ETFs
Industry ETFs

More about FISR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.