Congress Wealth Management LLC Ishares Trust Ishares Msci Glo Put Options Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SDG
# of Institutions
128Shares Held
1.35MCall Options Held
0Put Options Held
0-
Cwm, LLC290KShares$21 Million0.11% of portfolio
-
Mission Wealth Management, LP118KShares$8.54 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC102KShares$7.37 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC66.2KShares$4.79 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC49.5KShares$3.58 Million0.13% of portfolio