Balboa Wealth Partners Ssga Active Tr Spdr Ssga Fixed Transaction History
Balboa Wealth Partners
- $422 Million
- Q4 2024
A detailed history of Balboa Wealth Partners transactions in Ssga Active Tr Spdr Ssga Fixed stock. As of the latest transaction made, Balboa Wealth Partners holds 72,978 shares of FISR stock, worth $1.86 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
72,978
Previous 82,569
11.62%
Holding current value
$1.86 Million
Previous $2.2 Million
15.72%
% of portfolio
0.44%
Previous 0.56%
Shares
10 transactions
Others Institutions Holding FISR
# of Institutions
70Shares Held
12MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.68MShares$68.4 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.51MShares$64.1 Million0.23% of portfolio
-
Envestnet Asset Management Inc1.75MShares$44.6 Million0.02% of portfolio
-
Aspire Private Capital, LLC831KShares$21.2 Million5.3% of portfolio
-
New Edge Advisors, LLC New Orleans, LA567KShares$14.5 Million0.1% of portfolio