Lehman & Derafelo Financial Resources LLC Trust For Professional Mgr Cro Put Options Transaction History

Lehman & Derafelo Financial Resources LLC

$337 Million
Q4 2022

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPC

# of Institutions

14

Shares Held

486K

Call Options Held

0

Put Options Held

0

Prepared Retirement Institute LLC Lansdale, PA

150K
Shares

$3.3 Million
1.7% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

91.4K
Shares

$2.01 Million
0.0% of portfolio
Balance Wealth, LLC Delaware, OH

78.2K
Shares

$1.72 Million
0.42% of portfolio
Great Valley Advisor Group, Inc.

50.9K
Shares

$1.12 Million
0.02% of portfolio
Westbourne Investment Advisors, Inc.

29.8K
Shares

$654,966
0.18% of portfolio

About TRUST FOR PROFESSIONAL MGR CRO

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