Balboa Wealth Partners Spdr Portfolio Aggregate Bond Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Balboa Wealth Partners holds 10,085 shares of SPAB stock, worth $264,327. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,085
Previous 10,157
0.71%
Holding current value
$264,327
Previous $256,000
1.17%
% of portfolio
0.07%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding SPAB
# of Institutions
480Shares Held
235MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$599 Million0.29% of portfolio
-
Cwm, LLC14MShares$367 Million1.66% of portfolio
-
Envestnet Asset Management Inc10.9MShares$285 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC10.8MShares$283 Million5.81% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$233 Million0.59% of portfolio