Westbourne Investment Advisors, Inc. Trust For Professional Mgr Cro Transaction History
Westbourne Investment Advisors, Inc.
- $292 Million
- Q4 2024
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 $621,247. This represents 0.0% of its overall portfolio holdings.
Number of Shares
29,839
Previous 29,839
-0.0%
Holding current value
$621,247
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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