Congress Wealth Management LLC Vanguard Consumer Discretionar 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

No transaction found.

Others Institutions Holding VCR

# of Institutions

508

Shares Held

14.3M

Call Options Held

10.5K

Put Options Held

1.2K

International Assets Investment Management, LLC Orlando, FL

6.64M
Shares

$2.45 Billion
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.34M
Shares

$493 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

498K
Shares

$184 Million
0.01% of portfolio
Beacon Capital Management, Inc.

479K
Shares

$176 Million
7.02% of portfolio
Ubs Group Ag

394K
Shares

$145 Million
0.03% of portfolio

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