Balboa Wealth Partners Vaneck ETF Tr Morningstar Smid Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding SMOT
# of Institutions
109Shares Held
8.32MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.23MShares$00.0% of portfolio
-
Great Lakes Advisors, LLC Chicago, IL1.07MShares$00.0% of portfolio
-
Gradient Investments LLC823KShares$00.0% of portfolio
-
Morgan Stanley New York, NY609KShares$00.0% of portfolio
-
Bank Of America Corp Charlotte, NC606KShares$00.0% of portfolio