Congress Wealth Management LLC Ishares Tr Esg Advanced High Y 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

No transaction found.

Others Institutions Holding HYXF

# of Institutions

65

Shares Held

1.24M

Call Options Held

0

Put Options Held

0

Sig Fig Wealth Management, LLC San Francisco, CA

189K
Shares

$8.86 Million
0.33% of portfolio
Black Rock Inc. New York, NY

112K
Shares

$5.26 Million
0.0% of portfolio
Financial Network Wealth Management LLC Draper, UT

86.9K
Shares

$4.07 Million
1.47% of portfolio
Colorado Capital Management, Inc.

71K
Shares

$3.33 Million
1.66% of portfolio
Ubs Group Ag

64.7K
Shares

$3.03 Million
0.0% of portfolio

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