Congress Wealth Management LLC Ishares Tr Currency Hedged Msc 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

No transaction found.

Others Institutions Holding HAWX

# of Institutions

54

Shares Held

5.6M

Call Options Held

0

Put Options Held

0

Financial Advisors, LLC Andover, MA

1.69M
Shares

$66.4 Million
11.37% of portfolio
Coldstream Capital Management Inc

630K
Shares

$24.7 Million
0.33% of portfolio
Partners Capital Investment Group, LLP Boston, MA

421K
Shares

$16.5 Million
0.66% of portfolio
Scotia Capital Inc.

394K
Shares

$15.4 Million
0.07% of portfolio
Wolf Group Capital Advisors

354K
Shares

$13.9 Million
4.08% of portfolio

About ISHARES TR CURRENCY HEDGED MSC

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