Balboa Wealth Partners First Tr Exchange Traded Fd Fi Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Balboa Wealth Partners holds 6,158 shares of FXO stock, worth $357,595. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,158
Previous 4,058
51.75%
Holding current value
$357,595
Previous $227,000
60.79%
% of portfolio
0.07%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding FXO
# of Institutions
242Shares Held
30.6MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL13.2MShares$768 Million0.62% of portfolio
-
Morgan Stanley New York, NY2.53MShares$147 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.46MShares$143 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.29MShares$75 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.14MShares$66 Million0.02% of portfolio