Confluence Investment Management LLC Invesco Bulletshares 2028 Muni Call Options Transaction History
Confluence Investment Management LLC
- $6.92 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSMS
# of Institutions
92Shares Held
3.99MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC290KShares$6.69 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA254KShares$5.87 Million0.0% of portfolio
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Morgan Stanley New York, NY204KShares$4.71 Million0.0% of portfolio
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Commonwealth Equity Services, LLC195KShares$4.52 Million0.01% of portfolio
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Invesco Ltd. Atlanta, GA184KShares$4.24 Million0.0% of portfolio