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 $240,314. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,100
Previous 11,100
-0.0%
Holding current value
$240,314
Previous $228,000
0.44%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SPC
# of Institutions
12Shares Held
1.73MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.53MShares$33.2 Million8.86% of portfolio
-
Bank Of America Corp Charlotte, NC51.4KShares$1.11 Million0.0% of portfolio
-
Ellsworth Advisors, LLC35.7KShares$773,8140.22% of portfolio
-
Westbourne Investment Advisors, Inc.29.8KShares$646,0140.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA25.1KShares$542,9600.0% of portfolio