Congress Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding PFEB
# of Institutions
191Shares Held
15.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.96MShares$108 Million0.04% of portfolio
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Gradient Investments LLC2.27MShares$82.8 Million2.16% of portfolio
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Penserra Capital Management LLC Orinda, CA1.04MShares$37.9 Million0.46% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ889KShares$32.4 Million0.08% of portfolio
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Commonwealth Equity Services, LLC436KShares$15.9 Million0.02% of portfolio