Congress Wealth Management LLC Spdr Ser Tr Spdr Portfolio Cor Call Options Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPBO
# of Institutions
147Shares Held
42.3MCall Options Held
1.5KPut Options Held
7.2K-
Adviser Investments LLC13.4MShares$388 Million5.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.19MShares$92.5 Million0.04% of portfolio
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St Germain D J CO Inc Springfield, MA2.47MShares$71.7 Million3.5% of portfolio
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Nepc LLC Boston, MA2.46MShares$71.4 Million2.33% of portfolio
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Bank Of America Corp Charlotte, NC2.23MShares$64.6 Million0.01% of portfolio