Congress Wealth Management LLC Global X Fds Global X Consciou 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 |
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Others Institutions Holding KRMA
# of Institutions
46Shares Held
15.4MCall Options Held
0Put Options Held
0-
Daiwa Securities Group Inc. Tokyo, M011.9MShares$470 Million2.15% of portfolio
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Morgan Stanley New York, NY2.4MShares$95 Million0.01% of portfolio
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Geo Wealth Management, LLC Chicago, IL277KShares$11 Million0.4% of portfolio
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Elevation Capital Advisory, LLC Bend, OR271KShares$10.7 Million4.69% of portfolio
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Lpl Financial LLC Fort Mill, SC78.9KShares$3.12 Million0.0% of portfolio