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 $470,258. This represents 0.31% of its overall portfolio holdings.

Number of Shares

22,436

Holding current value

$470,258

% 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

875K

Call Options Held

Put Options Held

Prepared Retirement Institute LLC Lansdale, PA

517K
Shares

$10.8 Million
6.1% of portfolio
Bank Of America Corp Charlotte, NC

83.9K
Shares

$1.76 Million
0.0% of portfolio
Westmount Partners, LLC Los Angeles, CA

83.1K
Shares

$1.74 Million
0.52% of portfolio
Ubs Group Ag

42.6K
Shares

$893,357
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

32.2K
Shares

$674,828
0.0% of portfolio

View Full List

About TRUST FOR PROFESSIONAL MGR CRO

Ticker SPC
Sector ETFs
Industry ETFs

More about SPC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.

Account