Balboa Wealth Partners Spdr Portfolio Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio stock. As of the latest transaction made, Balboa Wealth Partners holds 5,701 shares of SPMD stock, worth $313,212. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,701
Previous 5,674
0.48%
Holding current value
$313,212
Previous $291,000
6.87%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
655Shares Held
188MCall Options Held
1KPut Options Held
0-
Creative Planning Overland Park, KS73.3MShares$4.02 Billion3.98% of portfolio
-
Betterment LLC New York, NY17.3MShares$950 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$670 Million0.31% of portfolio
-
Valmark Advisers, Inc.5.86MShares$322 Million5.06% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$316 Million10.91% of portfolio