Congress Wealth Management LLC Franklin Templeton ETF Trfrank 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 |
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Others Institutions Holding FLGV
# of Institutions
35Shares Held
39.7MCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA33.8MShares$697 Million0.2% of portfolio
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Janney Montgomery Scott LLC1.95MShares$40.3 Million0.11% of portfolio
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Total Investment Management Inc Scottsdale, AZ747KShares$15.4 Million2.12% of portfolio
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First Heartland Consultants, Inc.477KShares$9.83 Million1.12% of portfolio
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Envestnet Asset Management Inc362KShares$7.47 Million0.0% of portfolio