Congress Wealth Management LLC Global X Fds Global X Autonomo 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

No transaction found.

Others Institutions Holding DRIV

# of Institutions

149

Shares Held

3.46M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

732K
Shares

$18.2 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

495K
Shares

$12.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

315K
Shares

$7.85 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

254K
Shares

$6.32 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$4.17 Million
0.15% of portfolio

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