Congress Wealth Management LLC Ishares Msci Usa Equal Weighte Put Options Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding EUSA
# of Institutions
102Shares Held
4.21MCall Options Held
0Put Options Held
0-
Schroder Investment Management Group London, X0531KShares$50.3 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC529KShares$50.1 Million0.0% of portfolio
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Envestnet Asset Management Inc357KShares$33.8 Million0.01% of portfolio
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D.A. Davidson & Co.332KShares$31.5 Million0.26% of portfolio
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Arkadios Wealth Advisors327KShares$31 Million1.91% of portfolio