Trust For Professional Mgr Cro SPC
Institutional shares held
547,767
0
calls
0
puts
Total value of holdings
$12M
$0
calls
$0
puts
# of Institutions
15
We take great care to ensure that the data presented and summarized in this overview for TRUST FOR PROFESSIONAL MGR CRO is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SPC
View all-
Prepared Retirement Institute LLC Lansdale, PA150KShares$3.3 Million1.7% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA91.4KShares$2.01 Million0.0% of portfolio
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Balance Wealth, LLC Delaware, OH78.2KShares$1.72 Million0.42% of portfolio
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Westmount Partners, LLC Los Angeles, CA76.8KShares$1.69 Million0.43% of portfolio
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Great Valley Advisor Group, Inc.50.9KShares$1.12 Million0.02% of portfolio
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Westbourne Investment Advisors, Inc.29.8KShares$654,9660.18% of portfolio
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Compass Ion Advisors, LLC18.2KShares$398,6550.04% of portfolio
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Ubs Group Ag15.9KShares$348,3240.0% of portfolio
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Lehman & Derafelo Financial Resources LLC11.1KShares$243,6450.07% of portfolio
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Ellsworth Advisors, LLC10.2KShares$224,7460.05% of portfolio