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Performance Trust
CUSIP: 89833W394 | 9 institutional holders
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Institutional Holders — Q2 2026
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Wealthspire Advisors, LLC
25,978
0.0% of portfolio
›
$514.6K
Park Place Capital Corp
2,832
0.0% of portfolio
›
$56.1K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Wealthspire Advisors, LLC
25,978
$514.6K
0.0%
Index
Very Low
New York, NY
2026-08-11
Park Place Capital Corp
2,832
$56.1K
0.0%
ETF
Low
Homewood, AL
2026-08-14