Congress Wealth Management LLC First Tr Exchange Traded Fd Ii 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 |
|---|
Others Institutions Holding FMB
# of Institutions
308Shares Held
30.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.13MShares$161 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.51MShares$129 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA2.45MShares$126 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC1.73MShares$88.9 Million0.01% of portfolio
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Ubs Group Ag1.67MShares$85.7 Million0.02% of portfolio