Balance Wealth, LLC Trust For Professional Mgr Cro Transaction History
Balance Wealth, LLC
- $171 Billion
- Q2 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 70,516 shares of SPC stock, worth $1.52 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
70,516
Previous 22,436
214.3%
Holding current value
$1.52 Million
Previous $470 Million
221.35%
% of portfolio
0.88%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding SPC
# of Institutions
17Shares Held
730KCall Options Held
0Put Options Held
0-
Prepared Retirement Institute LLC Lansdale, PA252KShares$5.45 Million3.19% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA88.3KShares$1.91 Million0.0% of portfolio
-
Westmount Partners, LLC Los Angeles, CA77.4KShares$1.67 Million0.46% of portfolio
-
Great Valley Advisor Group, Inc.53.8KShares$1.16 Million0.03% of portfolio
-
Crossingbridge Advisors, LLC Pleasantville, NY49.4KShares$1.07 Million0.93% of portfolio