Congress Wealth Management LLC Ea Ser Tr Burney Us Factor Rot Put Options Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding BRNY
# of Institutions
11Shares Held
8.59MCall Options Held
0Put Options Held
0-
Burney CO Reston, VA6.99MShares$00.0% of portfolio
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Coppell Advisory Solutions LLC Coppell, TX1.29MShares$06.88% of portfolio
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Wolf Group Capital Advisors75.2KShares$00.0% of portfolio
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Canal Capital Management, LLC36.5KShares$00.0% of portfolio
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Fiduciary Planning LLC Coral Springs, FL15.9KShares$00.0% of portfolio