Westbourne Investment Advisors, Inc. Trust For Professional Mgr Cro Call Options Transaction History

Westbourne Investment Advisors, Inc.

$292 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPC

# of Institutions

13

Shares Held

852K

Call Options Held

0

Put Options Held

0

Prepared Retirement Institute LLC Lansdale, PA

517K
Shares

$10.9 Million
6.1% of portfolio
Bank Of America Corp Charlotte, NC

83.9K
Shares

$1.76 Million
0.0% of portfolio
Westmount Partners, LLC Los Angeles, CA

83.1K
Shares

$1.75 Million
0.52% of portfolio
Ubs Group Ag

42.6K
Shares

$895,914
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

32.2K
Shares

$676,759
0.0% of portfolio

About TRUST FOR PROFESSIONAL MGR CRO

Ticker SPC
Sector ETFs
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