Congress Wealth Management LLC Schwab Strategic U.S. Mid Cap Call Options Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHM
# of Institutions
898Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.7 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$816 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$297 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$167 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$161 Million2.99% of portfolio