Congress Wealth Management LLC Invesco Exchange Traded Fd Tr 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 |
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Others Institutions Holding PHO
# of Institutions
422Shares Held
12.5MCall Options Held
46.3KPut Options Held
25.1K-
Bank Of America Corp Charlotte, NC1.63MShares$109 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.36MShares$90.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC681KShares$45.4 Million0.02% of portfolio
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Ubs Group Ag652KShares$43.5 Million0.01% of portfolio
-
1832 Asset Management L.P. Toronto, A6502KShares$33.5 Million0.06% of portfolio