Balboa Wealth Partners First Tr Enhanced Traded Fd Iv Transaction History
Balboa Wealth Partners
- $398 Million
- Q1 2025
A detailed history of Balboa Wealth Partners transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Balboa Wealth Partners holds 3,783 shares of FTSM stock, worth $226,450. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,783
Previous 4,198
9.89%
Holding current value
$226,450
Previous $250,000
9.6%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding FTSM
# of Institutions
470Shares Held
87.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY13.4MShares$802 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.14MShares$547 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.27MShares$435 Million0.1% of portfolio
-
Ubs Group Ag3.36MShares$201 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.19MShares$191 Million0.07% of portfolio