Westbourne Investment Advisors, Inc. Trust For Professional Mgr Cro Put Options Transaction History

Westbourne Investment Advisors, Inc.

$286 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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

$30.7 Million
5.77% of portfolio
Westmount Partners, LLC Los Angeles, CA

83.1K
Shares

$1.72 Million
0.52% of portfolio
New Edge Advisors, LLC New Orleans, LA

24.4K
Shares

$505,335
0.0% of portfolio
Bank Of America Corp Charlotte, NC

22.1K
Shares

$458,858
0.0% of portfolio
Compass Ion Advisors, LLC

20.6K
Shares

$426,084
0.06% of portfolio

About TRUST FOR PROFESSIONAL MGR CRO

Ticker SPC
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