Congress Wealth Management LLC Invesco Act Mge Et Cmdt Fd 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

No transaction found.

Others Institutions Holding PDBC

# of Institutions

433

Shares Held

292M

Call Options Held

0

Put Options Held

105K

Wells Fargo & Company San Francisco, CA

126M
Shares

$1.67 Billion
0.39% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$350 Million
1.2% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$330 Million
0.03% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$211 Million
1.14% of portfolio
Goldman Sachs Group Inc New York, NY

6.45M
Shares

$85.5 Million
0.02% of portfolio

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