Congress Wealth Management LLC Wisdomtree Emerging Markets Sm Call Options Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DGS
# of Institutions
251Shares Held
19.8MCall Options Held
200Put Options Held
0-
Creative Planning Overland Park, KS5.43MShares$305 Million0.26% of portfolio
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Bank Of America Corp Charlotte, NC1.1MShares$61.6 Million0.0% of portfolio
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National Bank Of Canada557KShares$31.3 Million0.03% of portfolio
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Unison Advisors LLC534KShares$30 Million3.56% of portfolio
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High Tower Advisors, LLC Chicago, IL508KShares$28.5 Million0.04% of portfolio