Congress Wealth Management LLC Ishares Tr Core Growth Allocat Call Options Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AOR
# of Institutions
368Shares Held
15MCall Options Held
4KPut Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.2 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY687KShares$40 Million0.0% of portfolio
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Mesirow Financial Investment Management, Inc.601KShares$35 Million0.72% of portfolio
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Bank Of America Corp Charlotte, NC578KShares$33.7 Million0.0% of portfolio
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Aspiriant, LLC444KShares$25.9 Million1.01% of portfolio