Balboa Wealth Partners Spdr Index Shs Fd Spdr S&P Int Transaction History
Balboa Wealth Partners
- $422 Million
- Q4 2024
A detailed history of Balboa Wealth Partners transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Balboa Wealth Partners holds 7,239 shares of GWX stock, worth $235,050. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,239
Previous 6,865
5.45%
Holding current value
$235,050
Previous $234,000
4.27%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding GWX
# of Institutions
223Shares Held
14.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.07MShares$34.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc833KShares$27 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC675KShares$21.9 Million0.0% of portfolio
-
Assetmark, Inc574KShares$18.6 Million0.05% of portfolio
-
Bryn Mawr Trust CO Bryn Mawr, PA516KShares$16.8 Million0.29% of portfolio