Confluence Investment Management LLC Invesco Bulletshares 2029 Muni Put Options Transaction History
Confluence Investment Management LLC
- $6.68 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding BSMT
# of Institutions
88Shares Held
5.46MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA448KShares$10.1 Million0.0% of portfolio
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Kathmere Capital Management, LLC Wayne, PA426KShares$9.58 Million0.92% of portfolio
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Hills Bank & Trust CO321KShares$7.21 Million0.54% of portfolio
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Ameriprise Financial Inc Minneapolis, MN312KShares$7.01 Million0.0% of portfolio
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Central Valley Advisors, LLC Sacramento, CA191KShares$4.29 Million1.65% of portfolio