Congress Wealth Management LLC Vanguard S&P Small Cap 600 Val Put Options Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding VIOV
# of Institutions
183Shares Held
6.3MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC433KShares$43.1 Million3.96% of portfolio
-
Ubs Group Ag343KShares$34.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY303KShares$30.1 Million0.0% of portfolio
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One Day In July LLC214KShares$21.3 Million2.17% of portfolio
-
Envestnet Asset Management Inc194KShares$19.3 Million0.01% of portfolio