Congress Wealth Management LLC First Trust Japan Alphadex Fun Call Options Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FJP
# of Institutions
83Shares Held
2.56MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY287KShares$17 Million0.0% of portfolio
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Envestnet Asset Management Inc197KShares$11.6 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC175KShares$10.4 Million0.0% of portfolio
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Wealth Enhancement Advisory Services, LLC88.5KShares$5.23 Million0.01% of portfolio
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Rathbones Group PLC Liverpool, X073.7KShares$4.35 Million0.02% of portfolio