Congress Wealth Management LLC Spdr S&P 600 Small Cap Value E 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 |
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Others Institutions Holding SLYV
# of Institutions
581Shares Held
31.5MCall Options Held
1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.59MShares$238 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.5MShares$138 Million0.06% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$126 Million0.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.28MShares$117 Million0.03% of portfolio
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Cannon Financial Strategists, Inc. Athens, GA919KShares$84.6 Million13.95% of portfolio