Congress Wealth Management LLC Ishares 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 ICLN
# of Institutions
558Shares Held
45.6MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$77 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$39.3 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$32.8 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.65MShares$19.9 Million0.0% of portfolio
-
Total Wealth Planning, LLC1.51MShares$18.2 Million3.66% of portfolio