Congress Wealth Management LLC Fidelity Nasdaq Composite Inde Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding ONEQ
# of Institutions
315Shares Held
15.7MCall Options Held
1.3KPut Options Held
500-
Commonwealth Equity Services, LLC1.12MShares$84.2 Million0.12% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa939KShares$70.3 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC764KShares$57.3 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC561KShares$42 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL526KShares$39.4 Million0.06% of portfolio