Congress Wealth Management LLC Bny Mellon ETF Tr Us Large Cap Put Options Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding BKLC
# of Institutions
72Shares Held
18.2MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX13.3MShares$1.44 Billion39.25% of portfolio
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Integrated Wealth Concepts LLC1.78MShares$193 Million2.63% of portfolio
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Sentinel Pension Advisors Inc Wakefield, MA765KShares$82.8 Million16.91% of portfolio
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Stadion Money Management, LLC Watkinsville, GA743KShares$80.3 Million6.35% of portfolio
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Gm Advisory Group, Inc. Melville, NY222KShares$24 Million1.49% of portfolio