Balance Wealth, LLC Trust For Professional Mgr Cro Transaction History
Balance Wealth, LLC
- $312 Billion
- Q4 2025
A detailed history of Balance Wealth, LLC transactions in Trust For Professional Mgr Cro stock. As of the latest transaction made, Balance Wealth, LLC holds 83,861 shares of SPC stock, worth $1.84 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
83,861
Previous 78,194
7.25%
Holding current value
$1.84 Million
Previous $1.7 Billion
5.98%
% of portfolio
0.51%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding SPC
# of Institutions
13Shares Held
446KCall Options Held
0Put Options Held
0-
Prepared Retirement Institute LLC Lansdale, PA121KShares$2.65 Million1.16% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA91.4KShares$2.01 Million0.0% of portfolio
-
Great Valley Advisor Group, Inc.50.9KShares$1.12 Million0.02% of portfolio
-
Westbourne Investment Advisors, Inc.29.8KShares$654,9660.19% of portfolio
-
Westmount Partners, LLC Los Angeles, CA24.9KShares$547,1030.12% of portfolio