Congress Wealth Management LLC First Trust Dorsey Wright Focu 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 FV

# of Institutions

324

Shares Held

42.5M

Call Options Held

4.6K

Put Options Held

0

Morgan Stanley New York, NY

6.88M
Shares

$418 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$255 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$252 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$171 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.67M
Shares

$102 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

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