Congress Wealth Management LLC Spdr Bloomberg Short Term Inte 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 |
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Others Institutions Holding BWZ
# of Institutions
81Shares Held
12.4MCall Options Held
0Put Options Held
0-
Assetmark, Inc3.01MShares$83.6 Million0.2% of portfolio
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Quent Capital, LLC898KShares$25 Million2.54% of portfolio
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David R. Rahn & Associates Inc.825KShares$22.9 Million6.76% of portfolio
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Financial Management Professionals, Inc.794KShares$22.1 Million2.6% of portfolio
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Checchi Capital Advisers, LLC Beverly Hills, CA573KShares$15.9 Million0.91% of portfolio