Congress Wealth Management LLC Graniteshares ETF Tr Bloomber Call Options Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding COMB
# of Institutions
48Shares Held
3.1MCall Options Held
0Put Options Held
0-
Resonant Capital Advisors, LLC520KShares$10.4 Million0.87% of portfolio
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Betterment LLC New York, NY466KShares$9.37 Million0.02% of portfolio
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Empowered Funds, LLC303KShares$6.09 Million0.11% of portfolio
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Axiom Financial Strategies, LLC New Albany, IN298KShares$5.98 Million3.94% of portfolio
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American Financial & Tax Strategies Inc New York, NY198KShares$3.97 Million2.17% of portfolio