Confluence Investment Management LLC Ishares Tr Ibonds Dec 2028 Ter Put Options Transaction History

Confluence Investment Management LLC

$7.15 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IBTI

# of Institutions

145

Shares Held

23.1M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.64M
Shares

$35.9 Million
0.01% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.03M
Shares

$22.6 Million
0.15% of portfolio
Stifel Financial Corp St. Louis, MO

1.02M
Shares

$22.5 Million
0.02% of portfolio
Atwood & Palmer Inc

1.01M
Shares

$22.1 Million
1.57% of portfolio
Inter Ocean Capital Group, LLC Nashville, TN

1.01M
Shares

$22.1 Million
0.55% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
Sector ETFs
Industry ETFs

More about IBTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Confluence Investment Management LLC with notifications on news.