Balboa Wealth Partners ZACKS TRUST Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Number of Shares
55,414
Previous 48,954 13.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
6,460 Added 13.2%
55,414 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-11,860 Reduced 19.5%
48,954 $0
Q4 2024

Feb 10, 2025
BUY
N/A
18,395 Added 43.37%
60,814 $0
Q3 2024

Nov 06, 2024
BUY
N/A
3,274 Added 8.36%
42,419 $0
Q2 2024

Aug 13, 2024
BUY
N/A
39,145 New
39,145 $0
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