Congress Wealth Management LLC Spdr Ssga Us Large Cap Low Vol Put Options Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding LGLV
# of Institutions
193Shares Held
4.95MCall Options Held
0Put Options Held
0-
Cwm, LLC1.38MShares$242 Million0.85% of portfolio
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Syntegra Private Wealth Group, LLC Chesterfield, MO699KShares$122 Million12.45% of portfolio
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Baltimore Washington Financial Advisors, Inc.276KShares$48.3 Million2.66% of portfolio
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Gerber Kawasaki Wealth & Investment Management261KShares$45.7 Million2.06% of portfolio
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Lpl Financial LLC Fort Mill, SC169KShares$29.6 Million0.01% of portfolio