Congress Wealth Management LLC Spdr Ssga Us Large Cap Low Vol 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 LGLV
# of Institutions
161Shares Held
3.6MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO610KShares$106 Million11.93% of portfolio
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Cwm, LLC318KShares$55.4 Million0.23% of portfolio
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Baltimore Washington Financial Advisors, Inc.274KShares$47.7 Million2.58% of portfolio
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Gerber Kawasaki Wealth & Investment Management239KShares$41.6 Million1.87% of portfolio
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Lpl Financial LLC Fort Mill, SC169KShares$29.3 Million0.01% of portfolio