Congress Wealth Management LLC Ishares Tr North Amern Nat Res 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 |
---|
Others Institutions Holding IGE
# of Institutions
162Shares Held
7.78MCall Options Held
700Put Options Held
0-
Assetmark, Inc1.08MShares$46.3 Million0.14% of portfolio
-
Morgan Stanley New York, NY911KShares$38.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC726KShares$31 Million0.0% of portfolio
-
Citizens & Northern Corp500KShares$21.3 Million6.48% of portfolio
-
Family Firm, Inc.306KShares$13.1 Million3.13% of portfolio