Congress Wealth Management LLC Doubleline ETF Tr Opportunisti Call Options Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DBND
# of Institutions
53Shares Held
4.43MCall Options Held
0Put Options Held
0-
Cwm, LLC786KShares$35.7 Million0.18% of portfolio
-
Seascape Capital Management Portsmouth, NH488KShares$22.2 Million8.32% of portfolio
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W.G. Shaheen & Associates Dba Whitney & CO407KShares$18.5 Million2.27% of portfolio
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Boothe Investment Group, Inc. Dover, DE328KShares$14.9 Million7.6% of portfolio
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Cerity Partners LLC New York, NY311KShares$14.2 Million0.04% of portfolio