CUSIP 89834G778CROSSINGBRDG PRECUSDQ4 2025
Aggregate 13F value by quarter
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13 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Verus Capital Partners, LLC | 187.8K | $3.57M | +187.8K | New |
| 2 | Prepared Retirement Institute LLC | 120.8K | $2.30M | −29.5K | Reduced |
| 3 | Balance Wealth, LLC | 83.9K | $1.59M | +5.7K | Added |
| 4 | Susquehanna International Group, LLP | 75.5K | $1.44M |
| −15.9K |
| Reduced |
| 5 | Great Valley Advisor Group, Inc. | 44.9K | $852.0K | −6.1K | Reduced |
| 6 | Westmount Partners, LLC | 24.9K | $473.7K | −51.9K | Reduced |
| 7 | Compass Ion Advisors, LLC | 18.1K | $343.4K | −93 | Reduced |
| 8 | Fas Wealth Partners, Inc. | 10.8K | $204.7K | +1.3K | Added |
| 9 | Morgan Stanley | 1.3K | $24.7K | 0 | Held |
| 10 | Bank Of America Corp /De/ | 147 | $2.8K | −3.9K | Reduced |
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