Congress Wealth Management LLC Fidelity Covington Tr Msci Mat 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 |
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Others Institutions Holding FMAT
# of Institutions
127Shares Held
4.25MCall Options Held
1.2KPut Options Held
0-
Ae Wealth Management LLC805KShares$40.6 Million0.37% of portfolio
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Envestnet Asset Management Inc574KShares$29 Million0.01% of portfolio
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Lido Advisors, LLC Los Angeles, CA503KShares$25.4 Million0.13% of portfolio
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Cetera Investment Advisers Schaumburg, IL240KShares$12.1 Million0.03% of portfolio
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Centerline Wealth Advisors, LLC Louisville, KY159KShares$8.01 Million4.48% of portfolio