Congress Wealth Management LLC Vanguard Russell 1000 Value Et 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 |
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Others Institutions Holding VONV
# of Institutions
419Shares Held
72.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC20.1MShares$1.71 Billion0.14% of portfolio
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Morgan Stanley New York, NY4.51MShares$384 Million0.03% of portfolio
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Tiaa Trust, National Association Charlotte, NC3.89MShares$331 Million0.97% of portfolio
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Tiaa, Fsb St. Louis, MO3.23MShares$275 Million0.81% of portfolio
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Ubs Group Ag2.7MShares$230 Million0.05% of portfolio