Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PIO
# of Institutions
116Shares Held
2.48MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC489KShares$20.2 Million0.0% of portfolio
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1832 Asset Management L.P. Toronto, A6376KShares$15.5 Million0.03% of portfolio
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Morgan Stanley New York, NY276KShares$11.4 Million0.0% of portfolio
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Money Design Co.,Ltd.127KShares$5.24 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC83.6KShares$3.45 Million0.0% of portfolio