Congress Wealth Management LLC Ishares Tr 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 |
|---|
Others Institutions Holding GVI
# of Institutions
289Shares Held
28.3MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO1.97MShares$205 Million0.23% of portfolio
-
Envestnet Asset Management Inc1.93MShares$201 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$170 Million0.01% of portfolio
-
Eastern Bank1.24MShares$128 Million2.43% of portfolio
-
Strategic Financial Services, Inc, Utica, NY1.22MShares$127 Million7.79% of portfolio