Balance Wealth, LLC Trust For Professional Mgr Cro Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 2025
A detailed history of Balance Wealth, LLC transactions in Trust For Professional Mgr Cro stock. As of the latest transaction made, Balance Wealth, LLC holds 78,194 shares of SPC stock, worth $1.7 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
78,194
Previous 70,516
10.89%
Holding current value
$1.7 Million
Previous $1.51 Billion
12.18%
% of portfolio
0.42%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding SPC
# of Institutions
17Shares Held
631KCall Options Held
0Put Options Held
0-
Prepared Retirement Institute LLC Lansdale, PA150KShares$3.28 Million1.7% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA88.3KShares$1.92 Million0.0% of portfolio
-
Westmount Partners, LLC Los Angeles, CA76.8KShares$1.67 Million0.43% of portfolio
-
Great Valley Advisor Group, Inc.53.8KShares$1.17 Million0.03% of portfolio
-
Crossingbridge Advisors, LLC Pleasantville, NY49.4KShares$1.08 Million0.93% of portfolio