Congress Wealth Management LLC Ishares S&P Small Cap 600 Grow 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 IJT
# of Institutions
755Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$637 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$468 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC1.87MShares$273 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA1.16MShares$169 Million0.04% of portfolio
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Ubs Group Ag1.14MShares$166 Million0.04% of portfolio