New Edge Advisors, LLC Trust For Professional Mgr Cro Call Options Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 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

1.71M

Call Options Held

0

Put Options Held

0

Morton Capital Management Llc/Ca Calabasas, CA

1.48M
Shares

$30.8 Million
5.77% of portfolio
Westmount Partners, LLC Los Angeles, CA

83.1K
Shares

$1.73 Million
0.52% of portfolio
Westbourne Investment Advisors, Inc.

29.8K
Shares

$620,054
0.0% of portfolio
Bank Of America Corp Charlotte, NC

22.1K
Shares

$459,965
0.0% of portfolio
Compass Ion Advisors, LLC

20.6K
Shares

$427,112
0.06% of portfolio

About TRUST FOR PROFESSIONAL MGR CRO

Ticker SPC
Sector ETFs
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