True Wealth Design, LLC Uscb Financial Holdings, Inc. Call Options Transaction History
True Wealth Design, LLC
- $327 Billion
 - Q3 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding USCB
# of Institutions
75Shares Held
12.8MCall Options Held
0Put Options Held
0- 
    
      Patriot Financial Partners Gp, LP Radnor, PA4.49MShares$78.1 Million26.85% of portfolio
 - 
    
      Endeavour Capital Advisors Inc Greenwich, CT1.24MShares$21.6 Million7.57% of portfolio
 - 
    
      Alliancebernstein L.P. New York, NY973KShares$16.9 Million0.01% of portfolio
 - 
    
      Vanguard Group Inc Valley Forge, PA745KShares$13 Million0.0% of portfolio
 - 
    
      Mendon Capital Advisors Corp Rochester, NY691KShares$12 Million5.54% of portfolio
 
About USCB FINANCIAL HOLDINGS, INC.
- Ticker USCB
 - Exchange NASDAQ
 - Sector Financial Services
 - Industry Banks—Regional
 - Shares Outstandng 20,000,800
 - Market Cap $348M
 - Description
 - USCB Financial Holdings, Inc. operates as the bank holding company for U.S. Century Bank that provides various banking products and services to small-to-medium sized businesses. The company accepts checking, savings, money market, and time deposit accounts; and certificates of deposit. Its loan products include residential real estate loans; com...