Balboa Wealth Partners Spdr Portfolio Aggregate Bond Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Balboa Wealth Partners holds 44,347 shares of SPAB stock, worth $1.15 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
44,347
Previous 12,453
256.11%
Holding current value
$1.15 Million
Previous $318,000
256.92%
% of portfolio
0.24%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding SPAB
# of Institutions
555Shares Held
285MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$610 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$573 Million0.2% of portfolio
-
Cwm, LLC17.1MShares$441 Million1.54% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.6MShares$326 Million5.44% of portfolio
-
Envestnet Asset Management Inc11.1MShares$287 Million0.09% of portfolio