Congress Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio 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 SPEM
# of Institutions
788Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$911 Million0.94% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$731 Million1.56% of portfolio
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Lpl Financial LLC Fort Mill, SC9.64MShares$382 Million0.18% of portfolio
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Allworth Financial LP6.3MShares$250 Million1.61% of portfolio
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State Street Corp Boston, MA5.7MShares$226 Million0.01% of portfolio