Congress Wealth Management LLC First Trust Us Equity Opportun 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 FPX

# of Institutions

176

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

558K
Shares

$67.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$35.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$31.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$15.6 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

102K
Shares

$12.4 Million
0.03% of portfolio

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