Congress Wealth Management LLC Ea Ser Tr Burney Us Factor Rot Call Options Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BRNY
# of Institutions
9Shares Held
7.12MCall Options Held
0Put Options Held
0-
Burney CO Reston, VA6.81MShares$00.0% of portfolio
-
Wolf Group Capital Advisors75.2KShares$00.0% of portfolio
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Canal Capital Management, LLC36.5KShares$00.0% of portfolio
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Fiduciary Planning LLC Coral Springs, FL18.2KShares$00.0% of portfolio
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Kestra Advisory Services, LLC10.8KShares$00.0% of portfolio