Congress Wealth Management LLC Ishares Tr Esg Advanced High Y Call Options Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding HYXF
# of Institutions
75Shares Held
1.46MCall Options Held
0Put Options Held
0-
Sig Fig Wealth Management, LLC San Francisco, CA204KShares$9.45 Million0.34% of portfolio
-
Black Rock Inc. New York, NY112KShares$5.21 Million0.0% of portfolio
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Colorado Capital Management, Inc.82KShares$3.81 Million1.77% of portfolio
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Ubs Group Ag71.1KShares$3.3 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC66.8KShares$3.1 Million0.0% of portfolio