Congress Wealth Management LLC Ishares S&P Midcap 400 Growth 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 IJK
# of Institutions
934Shares Held
73.5MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$650 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA6.76MShares$648 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC3.71MShares$356 Million0.03% of portfolio
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Main Management ETF Advisors, LLC San Francisco, CA2.95MShares$283 Million12.99% of portfolio
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Ubs Group Ag2.22MShares$213 Million0.05% of portfolio