Confluence Investment Management LLC Invesco Bulletshares 2029 Muni Call Options Transaction History
Confluence Investment Management LLC
- $6.81 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSMT
# of Institutions
99Shares Held
5.94MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA496KShares$11.3 Million0.0% of portfolio
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Hills Bank & Trust CO321KShares$7.29 Million0.54% of portfolio
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Kathmere Capital Management, LLC Wayne, PA287KShares$6.52 Million0.53% of portfolio
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Lpl Financial LLC Fort Mill, SC213KShares$4.85 Million0.0% of portfolio
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Invesco Ltd. Atlanta, GA211KShares$4.81 Million0.0% of portfolio