Confluence Investment Management LLC Invesco Bulletshares 2027 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 |
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Others Institutions Holding BSMR
# of Institutions
93Shares Held
4.85MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA282KShares$6.69 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC280KShares$6.64 Million0.0% of portfolio
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Key F Inancial Inc273KShares$6.47 Million1.45% of portfolio
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Bank Of America Corp Charlotte, NC195KShares$4.61 Million0.0% of portfolio