Congress Wealth Management LLC Global X Fds Global X Consciou 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 KRMA

# of Institutions

46

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Daiwa Securities Group Inc. Tokyo, M0

11.9M
Shares

$476 Million
2.15% of portfolio
Morgan Stanley New York, NY

2.4M
Shares

$96.2 Million
0.01% of portfolio
Geo Wealth Management, LLC Chicago, IL

277K
Shares

$11.1 Million
0.4% of portfolio
Elevation Capital Advisory, LLC Bend, OR

271K
Shares

$10.9 Million
4.69% of portfolio
Lpl Financial LLC Fort Mill, SC

78.9K
Shares

$3.16 Million
0.0% of portfolio

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