Balboa Wealth Partners Spdr Portfolio Intermediate Te Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Balboa Wealth Partners holds 13,089 shares of SPIB stock, worth $441,099. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,089Holding current value
$441,099% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SPIB
# of Institutions
527Shares Held
197MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.4MShares$1.46 Billion0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC32.5MShares$1.09 Billion0.54% of portfolio
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Envestnet Asset Management Inc8.82MShares$297 Million0.1% of portfolio
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Creative Planning Overland Park, KS7.15MShares$241 Million0.25% of portfolio
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Wells Fargo & Company San Francisco, CA5.92MShares$199 Million0.05% of portfolio