Congress Wealth Management LLC Abrdn Etfs Abrdn Bloomberg All 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

No transaction found.

Others Institutions Holding BCD

# of Institutions

60

Shares Held

2.24M

Call Options Held

0

Put Options Held

0

Great Lakes Advisors, LLC Chicago, IL

801K
Shares

$25.7 Million
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

176K
Shares

$5.65 Million
0.0% of portfolio
Envestnet Asset Management Inc

117K
Shares

$3.74 Million
0.0% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

101K
Shares

$3.25 Million
0.11% of portfolio
Core Cap Advisors, LLC Southfield, MI

101K
Shares

$3.23 Million
0.16% of portfolio

About ABRDN ETFS ABRDN BLOOMBERG ALL

Ticker BCD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.