Confluence Investment Management LLC Invesco Bulletshares 2025 Muni Call Options Transaction History
Confluence Investment Management LLC
- $7.15 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BSMP
# of Institutions
123Shares Held
6.79MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA630KShares$15.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC366KShares$8.96 Million0.0% of portfolio
-
Cwm, LLC332KShares$8.14 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC316KShares$7.75 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC292KShares$7.15 Million0.01% of portfolio