Balboa Wealth Partners Spdr Portfolio Intermediate Te Call Options Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPIB

# of Institutions

519

Shares Held

202M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.44 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

35M
Shares

$1.16 Billion
0.54% of portfolio
Envestnet Asset Management Inc

10.1M
Shares

$334 Million
0.11% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$230 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$196 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

More about SPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.