Confluence Investment Management LLC Invesco Bulletshares 2033 Muni Transaction History

Confluence Investment Management LLC

  • $6.73 Billion
  • Q3 2025
Number of Shares
248,222
Previous 214,054 15.96%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
34,168 Added 15.96%
248,222 $0
Q2 2025

Jul 01, 2025
SELL
N/A
-6,523 Reduced 2.96%
214,054 $0
Q1 2025

Apr 01, 2025
BUY
N/A
208,752 Added 1765.34%
220,577 $0
Q4 2024

Jan 02, 2025
BUY
N/A
579 Added 5.15%
11,825 $0
Q3 2024

Oct 31, 2024
BUY
N/A
37 Added 0.33%
11,246 $0
Q2 2024

Jul 01, 2024
SELL
N/A
-1,195 Reduced 9.63%
11,209 $0
Q1 2024

Apr 01, 2024
BUY
N/A
12,404 New
12,404 $0
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