Congress Wealth Management LLC Ishares Esg Advanced Msci Eafe 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 DMXF
# of Institutions
210Shares Held
8.57MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.1MShares$137 Million0.05% of portfolio
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Black Rock Inc. New York, NY920KShares$59.9 Million0.0% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA623KShares$40.6 Million0.16% of portfolio
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Syntrinsic LLC Denver, CO504KShares$32.8 Million12.07% of portfolio
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Jpmorgan Chase & CO New York, NY219KShares$14.3 Million0.0% of portfolio