Congress Wealth Management LLC Spdr Portfolio Intermediate Te Put Options Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPIB

# of Institutions

578

Shares Held

228M

Call Options Held

300

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.5M
Shares

$1.42 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

38.3M
Shares

$1.25 Billion
0.53% of portfolio
Envestnet Asset Management Inc

9.58M
Shares

$314 Million
0.1% of portfolio
Creative Planning Overland Park, KS

6.93M
Shares

$227 Million
0.23% of portfolio
D.A. Davidson & Co.

5.17M
Shares

$169 Million
1.4% of portfolio

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