Congress Wealth Management LLC John Hancock Multifactor Large Call Options Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JHML
# of Institutions
106Shares Held
10.2MCall Options Held
0Put Options Held
0-
Grimes & Company, Inc.1.65MShares$115 Million3.5% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.4MShares$97.6 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC1.1MShares$76.4 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA866KShares$60.4 Million0.01% of portfolio
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Envestnet Asset Management Inc623KShares$43.4 Million0.01% of portfolio