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 |
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Others Institutions Holding GVI
# of Institutions
283Shares Held
27.6MCall Options Held
0Put Options Held
2.9K-
Stifel Financial Corp St. Louis, MO1.97MShares$206 Million0.23% of portfolio
-
Envestnet Asset Management Inc1.93MShares$202 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$171 Million0.01% of portfolio
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Eastern Bank1.24MShares$129 Million2.43% of portfolio
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Strategic Financial Services, Inc, Utica, NY1.22MShares$128 Million7.79% of portfolio