Balboa Wealth Partners's ownership history for SMA

Balboa Wealth Partners currently holds 6.7K shares with a market value of $208.7K. It started holding SMA on 2025-12-31. At its peak, it held 6.7K shares on 2025-12-31. Its highest holding value was $208.7K on 2025-12-31. At its lowest, it held 6.7K shares on 2025-12-31, with a value of $208.7K on 2025-12-31.