Congress Wealth Management LLC Spdr Portfolio 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 SPMD
# of Institutions
645Shares Held
185MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS73.3MShares$4.21 Billion3.98% of portfolio
-
Betterment LLC New York, NY16.3MShares$933 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.2MShares$700 Million0.31% of portfolio
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Valmark Advisers, Inc.5.86MShares$336 Million5.06% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$333 Million7.99% of portfolio