Westbourne Investment Advisors, Inc. Trust For Professional Mgr Cro Transaction History
Westbourne Investment Advisors, Inc.
- $329 Million
- Q2 2025
A detailed history of Westbourne Investment Advisors, Inc. transactions in Trust For Professional Mgr Cro stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 29,839 shares of SPC stock, worth $642,433. This represents 0.19% of its overall portfolio holdings.
Number of Shares
29,839
Previous 29,839
-0.0%
Holding current value
$642,433
Previous $625,000
2.24%
% of portfolio
0.19%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding SPC
# of Institutions
16Shares Held
730KCall Options Held
0Put Options Held
0-
Prepared Retirement Institute LLC Lansdale, PA252KShares$5.43 Million3.19% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA88.3KShares$1.9 Million0.0% of portfolio
-
Westmount Partners, LLC Los Angeles, CA77.4KShares$1.67 Million0.46% of portfolio
-
Balance Wealth, LLC Delaware, OH70.5KShares$1.52 Million0.88% of portfolio
-
Great Valley Advisor Group, Inc.53.8KShares$1.16 Million0.03% of portfolio