Balboa Wealth Partners ZACKS TRUST Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Number of Shares
13,239
Previous 13,676 3.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2025
SELL
N/A
-437 Reduced 3.2%
13,239 $0
Q1 2025

Apr 23, 2025
BUY
N/A
4,680 Added 52.02%
13,676 $0
Q4 2024

Feb 10, 2025
BUY
N/A
8,996 New
8,996 $0
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email