Confluence Investment Management LLC Invesco Exchange Self Ind Tr Transaction History
Confluence Investment Management LLC
- $6.67 Billion
- Q2 2024
A detailed history of Confluence Investment Management LLC transactions in Invesco Exchange Self Ind Tr stock. As of the latest transaction made, Confluence Investment Management LLC holds 12,751 shares of BSMU stock, worth $279,119. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,751
Previous 14,073
9.39%
Holding current value
$279,119
Previous $311,000
10.93%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding BSMU
# of Institutions
50Shares Held
2.57MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA351KShares$7.69 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC225KShares$4.91 Million0.0% of portfolio
-
Farmer Steven Patrick177KShares$3.88 Million0.06% of portfolio
-
Envision Financial Planning, LLC Memphis, TN177KShares$3.88 Million3.16% of portfolio
-
Insight Wealth Partners, LLC138KShares$3.02 Million0.53% of portfolio