Balboa Wealth Partners ETF Ser Solutions Aam Transfor Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in ETF Ser Solutions Aam Transfor stock. As of the latest transaction made, Balboa Wealth Partners holds 6,068 shares of TRFM stock, worth $286,834. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,068
Previous 5,597
8.42%
Holding current value
$286,834
Previous $241,000
21.58%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding TRFM
# of Institutions
19Shares Held
1.67MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.32MShares$62.5 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ110KShares$5.21 Million0.01% of portfolio
-
Sea Crest Wealth Management, LLC Purchase, NY53.9KShares$2.55 Million0.3% of portfolio
-
Commonwealth Equity Services, LLC35.3KShares$1.67 Million0.0% of portfolio
-
Kestra Private Wealth Services, LLC28.8KShares$1.36 Million0.02% of portfolio