Congress Wealth Management LLC Vanguard Russell 2000 Growth E 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 VTWG
# of Institutions
156Shares Held
2.44MCall Options Held
0Put Options Held
0-
Westwood Holdings Group Inc Dallas, TX360KShares$80.8 Million0.58% of portfolio
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Bank Of America Corp Charlotte, NC296KShares$66.6 Million0.01% of portfolio
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Pathstone Holdings, LLC Englewood, NJ169KShares$38 Million0.16% of portfolio
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Cetera Investment Advisers Schaumburg, IL136KShares$30.5 Million0.06% of portfolio
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Assetmark, Inc125KShares$28 Million0.07% of portfolio