Balboa Wealth Partners Ssga Active Trust Transaction History

Balboa Wealth Partners

$398 Million
Q1 2025

A detailed history of Balboa Wealth Partners transactions in Ssga Active Trust stock. As of the latest transaction made, Balboa Wealth Partners holds 10,489 shares of SRLN stock, worth $427,741. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,489

Previous 6,998 49.89%

Holding current value

$427,741

Previous $292,000 47.6%

% of portfolio

0.11%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$41.02 - $41.99 $143,200 - $146,587	3,491 Added 49.89%	10,489 $431,000
Q4 2024 Feb 10, 2025	BUY	$41.48 - $42.08 $6,553 - $6,648	158 Added 2.31%	6,998 $292,000
Q3 2024 Nov 06, 2024	BUY	$40.93 - $41.85 $35,199 - $35,991	860 Added 14.38%	6,840 $285,000
Q2 2024 Aug 13, 2024	BUY	$41.68 - $42.09 $1,625 - $1,641	39 Added 0.66%	5,980 $249,000
Q1 2024 May 13, 2024	BUY	$41.64 - $42.11 $247,383 - $250,175	5,941 New	5,941 $250,000
Q3 2023 Oct 23, 2023	BUY	$41.52 - $42.12 $122,940 - $124,717	2,961 Added 59.31%	7,953 $333,000
Q2 2023 Aug 08, 2023	BUY	$40.84 - $41.87 $203,873 - $209,015	4,992 New	4,992 $209,000
Q4 2022 Feb 14, 2023	BUY	$40.74 - $41.61 $60,172 - $61,457	1,477 Added 27.66%	6,817 $278,000
Q3 2022 Jan 04, 2023	BUY	$40.87 - $43.45 $218,245 - $232,023	5,340 New	5,340 $218,000

Others Institutions Holding SRLN

# of Institutions

582

Shares Held

142M

Call Options Held

Put Options Held

44.7K

View Full List

About SSGA ACTIVE TRUST

Ticker SRLN
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Balboa Wealth Partners Ssga Active Trust Transaction History