Balboa Wealth Partners Leuthold Fds Inc Core ETF Transaction History

Balboa Wealth Partners

$422 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$29.33 - $31.0 $203,315 - $214,892	6,932 New	6,932 $214,000

Others Institutions Holding LCR

# of Institutions

20

Shares Held

1.83M

Call Options Held

0

Put Options Held

0

Bridgeworth, LLC Birmingham, AL

906K
Shares

$32.2 Million
2.89% of portfolio
Legend Financial Advisors, Inc. Pittsburgh, PA

241K
Shares

$8.57 Million
5.84% of portfolio
Spire Wealth Management

150K
Shares

$5.34 Million
0.16% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

150K
Shares

$5.33 Million
0.01% of portfolio
Capital Investment Advisory Services, LLC

69.2K
Shares

$2.46 Million
0.24% of portfolio

About LEUTHOLD FDS INC CORE ETF

Ticker LCR
Sector ETFs
Industry ETFs

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