Congress Wealth Management LLC Ishares Trust Ishares Msci Glo Call Options Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SDG
# of Institutions
121Shares Held
1.3MCall Options Held
0Put Options Held
0-
Cwm, LLC234KShares$17.5 Million0.07% of portfolio
-
Mission Wealth Management, LP108KShares$8.05 Million0.18% of portfolio
-
Wealth Enhancement Advisory Services, LLC107KShares$7.99 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC60.3KShares$4.5 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC51.7KShares$3.86 Million0.16% of portfolio