Lehman & Derafelo Financial Resources LLC Trust For Professional Mgr Cro Transaction History
Lehman & Derafelo Financial Resources LLC
- $337 Million
- Q4 2022
A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Trust For Professional Mgr Cro stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 11,100 shares of SPC stock, worth $231,102. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,100
Previous 11,100
-0.0%
Holding current value
$231,102
Previous $228,000
0.44%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SPC
# of Institutions
13Shares Held
2.33MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.48MShares$30.9 Million5.77% of portfolio
-
Prepared Retirement Institute LLC Lansdale, PA517KShares$10.8 Million6.1% of portfolio
-
Bank Of America Corp Charlotte, NC83.9KShares$1.75 Million0.0% of portfolio
-
Westmount Partners, LLC Los Angeles, CA83.1KShares$1.73 Million0.52% of portfolio
-
Ubs Group Ag42.6KShares$887,3900.0% of portfolio