Congress Wealth Management LLC Pacer Fds Tr Pacer Us Small Ca Call Options Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CALF

# of Institutions

523

Shares Held

147M

Call Options Held

15.2K

Put Options Held

17.2K

Bank Of America Corp Charlotte, NC

34.9M
Shares

$1.63 Billion
0.14% of portfolio
Morgan Stanley New York, NY

11.7M
Shares

$546 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

7.57M
Shares

$353 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

6.76M
Shares

$315 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

5.45M
Shares

$254 Million
0.23% of portfolio

About PACER FDS TR PACER US SMALL CA

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