Balboa Wealth Partners Spdr Portfolio Aggregate Bond Transaction History
Balboa Wealth Partners
- $572 Million
- Q4 2025
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Balboa Wealth Partners holds 8,949 shares of SPAB stock, worth $230,794. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,949Holding current value
$230,794% of portfolio
0.04%Shares
13 transactions
Others Institutions Holding SPAB
# of Institutions
554Shares Held
279MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
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Cwm, LLC17MShares$438 Million1.32% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
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Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
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Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio