Congress Wealth Management LLC Ssga Active Tr Spdr Blackstone 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 |
---|
Others Institutions Holding HYBL
# of Institutions
61Shares Held
3.9MCall Options Held
0Put Options Held
0-
Ubs Group Ag529KShares$15 Million0.0% of portfolio
-
Luken Investment Analytics, LLC Brentwood, TN485KShares$13.7 Million6.39% of portfolio
-
Zega Financial, LLC Palm Beach Gardens, FL297KShares$8.41 Million1.29% of portfolio
-
Envestnet Asset Management Inc275KShares$7.79 Million0.0% of portfolio
-
Hedeker Wealth, LLC210KShares$5.94 Million1.65% of portfolio