Congress Wealth Management LLC Fidelity Covington Tr Msci Con Put Options Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FSTA

# of Institutions

178

Shares Held

10.1M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

2.23M
Shares

$112 Million
0.02% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.11M
Shares

$56 Million
0.28% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

435K
Shares

$21.9 Million
0.12% of portfolio
Morningstar Investment Services LLC Chicago, IL

417K
Shares

$21 Million
0.22% of portfolio
Commonwealth Equity Services, LLC

402K
Shares

$20.3 Million
0.03% of portfolio

About FIDELITY COVINGTON TR MSCI CON

Ticker FSTA
Sector ETFs
Industry ETFs

More about FSTA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.