Balance Wealth, LLC Trust For Professional Mgr Cro Transaction History

Balance Wealth, LLC

$154 Billion
Q1 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 22,436 shares of SPC stock, worth $476,316. This represents 0.31% of its overall portfolio holdings.

Number of Shares

22,436

Holding current value

$476,316

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$20.65 - $20.99 $463,303 - $470,931	22,436 New	22,436 $470 Million

Others Institutions Holding SPC

# of Institutions

Shares Held

637K

Call Options Held

Put Options Held

Prepared Retirement Institute LLC Lansdale, PA

252K
Shares

$5.36 Million
3.19% of portfolio
Westmount Partners, LLC Los Angeles, CA

77.4K
Shares

$1.64 Million
0.46% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

75.8K
Shares

$1.61 Million
0.0% of portfolio
Ubs Group Ag

57.7K
Shares

$1.23 Million
0.0% of portfolio
Great Valley Advisor Group, Inc.

32.3K
Shares

$685,537
0.02% of portfolio

View Full List

About TRUST FOR PROFESSIONAL MGR CRO

Ticker SPC
Sector ETFs
Industry ETFs

More about SPC

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