Congress Wealth Management LLC Spdr Ssga Us Large Cap Low Vol Put Options Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding LGLV
# of Institutions
155Shares Held
3.14MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO577KShares$90.5 Million11.59% of portfolio
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Gerber Kawasaki Wealth & Investment Management294KShares$46.2 Million2.5% of portfolio
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Baltimore Washington Financial Advisors, Inc.263KShares$41.3 Million2.61% of portfolio
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Lpl Financial LLC Fort Mill, SC182KShares$28.6 Million0.02% of portfolio
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Morgan Stanley New York, NY157KShares$24.7 Million0.0% of portfolio