Congress Wealth Management LLC Spdr Ssga Us Large Cap Low Vol Call Options Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LGLV
# of Institutions
160Shares Held
3.59MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO610KShares$103 Million11.93% of portfolio
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Gerber Kawasaki Wealth & Investment Management320KShares$54.1 Million2.47% of portfolio
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Cwm, LLC318KShares$53.8 Million0.23% of portfolio
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Baltimore Washington Financial Advisors, Inc.273KShares$46.3 Million2.48% of portfolio
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Lpl Financial LLC Fort Mill, SC165KShares$27.9 Million0.01% of portfolio