Congress Wealth Management LLC Invesco Exchange Traded Fd Tr 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 |
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Others Institutions Holding PIO
# of Institutions
124Shares Held
2.53MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC474KShares$21.3 Million0.0% of portfolio
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1832 Asset Management L.P. Toronto, A6374KShares$16.8 Million0.03% of portfolio
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Morgan Stanley New York, NY301KShares$13.5 Million0.0% of portfolio
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Ubs Group Ag107KShares$4.79 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA105KShares$4.71 Million0.0% of portfolio