Congress Wealth Management LLC Wisdomtree U.S. Ai Enhanced Va Call Options Transaction History
Congress Wealth Management LLC
- $5.64 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding AIVL
# of Institutions
126Shares Held
1.08MCall Options Held
4.7KPut Options Held
0-
Morgan Stanley New York, NY103KShares$10.2 Million0.0% of portfolio
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Jaffetilchin Investment Partners, LLC Tampa, FL86.9KShares$8.59 Million0.81% of portfolio
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Noble Family Wealth, LLC Clearwater, FL84.1KShares$8.31 Million2.44% of portfolio
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Salomon & Ludwin, LLC55.8KShares$5.51 Million0.49% of portfolio
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Commonwealth Equity Services, LLC43.1KShares$4.26 Million0.01% of portfolio