Congress Wealth Management LLC Vanguard Financial ETF 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 VFH
# of Institutions
687Shares Held
52.1MCall Options Held
45KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC23.4MShares$2.86 Billion0.22% of portfolio
-
Morgan Stanley New York, NY2.75MShares$336 Million0.02% of portfolio
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Ubs Group Ag1.88MShares$229 Million0.05% of portfolio
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Beacon Capital Management, Inc.1.52MShares$185 Million7.19% of portfolio
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Wells Fargo & Company San Francisco, CA1.37MShares$167 Million0.03% of portfolio