Balance Wealth, LLC Trust For Professional Mgr Cro Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 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 78,194 shares of SPC stock, worth $1.72 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
78,194
Previous 70,516
10.89%
Holding current value
$1.72 Million
Previous $1.51 Billion
12.18%
% of portfolio
0.42%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding SPC
# of Institutions
15Shares Held
548KCall Options Held
0Put Options Held
0-
Prepared Retirement Institute LLC Lansdale, PA150KShares$3.3 Million1.7% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA91.4KShares$2.01 Million0.0% of portfolio
-
Westmount Partners, LLC Los Angeles, CA76.8KShares$1.69 Million0.43% of portfolio
-
Great Valley Advisor Group, Inc.50.9KShares$1.12 Million0.02% of portfolio
-
Westbourne Investment Advisors, Inc.29.8KShares$654,9660.18% of portfolio