Congress Wealth Management LLC Spdr Ssga Us Small Cap Low Vol 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 SMLV

# of Institutions

85

Shares Held

779K

Call Options Held

0

Put Options Held

0

Mc Naughton Wealth Management, LLC

88.9K
Shares

$11.6 Million
5.38% of portfolio
Dorval Corp Maple Grove, MN

68.8K
Shares

$8.94 Million
3.56% of portfolio
Cambridge Investment Research Advisors, Inc.

46.8K
Shares

$6.09 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

46.3K
Shares

$6.02 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

32.3K
Shares

$4.2 Million
0.01% of portfolio

About SPDR SSGA US SMALL CAP LOW VOL

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