Congress Wealth Management LLC Ishares Tr Currency Hedged Msc Put Options Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding HAWX

# of Institutions

51

Shares Held

5.6M

Call Options Held

0

Put Options Held

0

Financial Advisors, LLC Andover, MA

1.73M
Shares

$62.3 Million
11.43% of portfolio
Coldstream Capital Management Inc

633K
Shares

$22.8 Million
0.37% of portfolio
Scotia Capital Inc.

415K
Shares

$14.9 Million
0.07% of portfolio
Partners Capital Investment Group, LLP Boston, MA

366K
Shares

$13.2 Million
0.22% of portfolio
Wolf Group Capital Advisors

354K
Shares

$12.7 Million
4.08% of portfolio

About ISHARES TR CURRENCY HEDGED MSC

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