Congress Wealth Management LLC Ishares Msci Usa Min Vol Facto 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

No transaction found.

Others Institutions Holding USMV

# of Institutions

1,273

Shares Held

204M

Call Options Held

16.1K

Put Options Held

3.9K

Morgan Stanley New York, NY

21.3M
Shares

$1.98 Billion
0.14% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$1.49 Billion
0.12% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$954 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$923 Million
0.58% of portfolio
Captrust Financial Advisors Raleigh, NC

6M
Shares

$559 Million
1.63% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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