Congress Wealth Management LLC Franklin Templeton ETF 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 FLCH
# of Institutions
40Shares Held
4MCall Options Held
0Put Options Held
0-
Glovista Investments LLC Jersey City, NJ1.32MShares$24.3 Million9.86% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA676KShares$12.4 Million0.64% of portfolio
-
Financiere Des Professionnels Fonds D,Investissement Inc. Montreal, A8425KShares$7.82 Million0.58% of portfolio
-
Leo Wealth, LLC Hurst, TX284KShares$5.23 Million0.52% of portfolio
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Franklin Resources Inc San Mateo, CA146KShares$2.68 Million0.0% of portfolio