Congress Wealth Management LLC Spdr Russell 1000 Low Volatili 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 |
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Others Institutions Holding ONEV
# of Institutions
87Shares Held
3.85MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK2.24MShares$291 Million3.96% of portfolio
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Ameritas Investment Partners, Inc. Lincoln, NE323KShares$42.1 Million1.37% of portfolio
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Lpl Financial LLC Fort Mill, SC269KShares$34.9 Million0.01% of portfolio
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Avantax Advisory Services, Inc.93.4KShares$12.1 Million0.07% of portfolio
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Wolf Group Capital Advisors64KShares$8.33 Million2.77% of portfolio