Congress Wealth Management LLC Fidelity Covington Tr Msci Hea Put Options Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FHLC

# of Institutions

339

Shares Held

14.8M

Call Options Held

0

Put Options Held

0

Lido Advisors, LLC Los Angeles, CA

1.94M
Shares

$136 Million
0.75% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.56M
Shares

$110 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

520K
Shares

$36.5 Million
0.06% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

508K
Shares

$35.7 Million
0.2% of portfolio
Morgan Stanley New York, NY

447K
Shares

$31.4 Million
0.0% of portfolio

About FIDELITY COVINGTON TR MSCI HEA

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