Congress Wealth Management LLC Vanguard Mid Cap Value Index F 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 VOE
# of Institutions
1,106Shares Held
67.9MCall Options Held
26.9KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$802 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$785 Million0.06% of portfolio
-
Assetmark, Inc3.65MShares$626 Million1.76% of portfolio
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Royal Bank Of Canada Toronto, A63.19MShares$546 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$528 Million0.04% of portfolio