Congress Wealth Management LLC Fidelity Covington Tr Msci Fin 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 FNCL
# of Institutions
203Shares Held
9.89MCall Options Held
100Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA2.36MShares$149 Million0.77% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA2.04MShares$129 Million0.02% of portfolio
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Commonwealth Equity Services, LLC363KShares$22.9 Million0.03% of portfolio
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Agf Management LTD Toronto Ontario Canada, A6294KShares$18.6 Million0.1% of portfolio
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Full Sail Capital, LLC Oklahoma City, OK285KShares$18 Million1.11% of portfolio