Congress Wealth Management LLC Angel Oak Fds Tr Ultrashort In 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 UYLD
# of Institutions
44Shares Held
10.4MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.45MShares$00.0% of portfolio
-
Gratus Capital LLC1.11MShares$00.0% of portfolio
-
Richard P Slaughter Associates Inc671KShares$00.0% of portfolio
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Ubs Group Ag391KShares$00.0% of portfolio
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Kestra Private Wealth Services, LLC155KShares$00.0% of portfolio