Congress Wealth Management LLC Ea Ser Tr Burney Us Factor Rot Put Options Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding BRNY
# of Institutions
11Shares Held
8.9MCall Options Held
0Put Options Held
0-
Burney CO Reston, VA6.99MShares$00.0% of portfolio
-
Coppell Advisory Solutions LLC Coppell, TX1.53MShares$07.8% of portfolio
-
Wolf Group Capital Advisors75.2KShares$00.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ74.8KShares$00.0% of portfolio
-
Canal Capital Management, LLC36.5KShares$00.0% of portfolio