Balboa Wealth Partners Spdr Portfolio Intermediate Te Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Balboa Wealth Partners holds 14,226 shares of SPIB stock, worth $466,043. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,226
Previous 13,089
8.69%
Holding current value
$466,043
Previous $426,000
12.44%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio