Congress Wealth Management LLC Wisdomtree Tr Intl Small Cap D 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 DLS
# of Institutions
203Shares Held
5.32MCall Options Held
0Put Options Held
0-
Savant Capital, LLC822KShares$52.5 Million0.48% of portfolio
-
Bip Wealth, LLC Atlanta, GA243KShares$15.5 Million1.14% of portfolio
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Bank Of America Corp Charlotte, NC205KShares$13.1 Million0.0% of portfolio
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Morgan Stanley New York, NY204KShares$13 Million0.0% of portfolio
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Lri Investments, LLC Palm Beach Gardens, FL203KShares$12.9 Million1.25% of portfolio