Financial Advisory Service, Inc. Trust For Professional Mgr Cro Put Options Transaction History

Financial Advisory Service, Inc.

$1.26 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPC

# of Institutions

16

Shares Held

730K

Call Options Held

0

Put Options Held

0

Prepared Retirement Institute LLC Lansdale, PA

252K
Shares

$5.43 Million
3.19% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

88.3K
Shares

$1.9 Million
0.0% of portfolio
Westmount Partners, LLC Los Angeles, CA

77.4K
Shares

$1.67 Million
0.46% of portfolio
Balance Wealth, LLC Delaware, OH

70.5K
Shares

$1.52 Million
0.88% of portfolio
Great Valley Advisor Group, Inc.

53.8K
Shares

$1.16 Million
0.03% of portfolio

About TRUST FOR PROFESSIONAL MGR CRO

Ticker SPC
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