Confluence Investment Management LLC Invesco BulletShares 2032 Munc Transaction History

Confluence Investment Management LLC

  • $6.73 Billion
  • Q3 2025
Number of Shares
52,186
Previous 124,352 58.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 14, 2025
SELL
N/A
-72,166 Reduced 58.03%
52,186 $0
Q2 2025

Jul 01, 2025
SELL
N/A
-2,442 Reduced 1.93%
124,352 $0
Q1 2025

Apr 01, 2025
BUY
N/A
114,610 Added 940.66%
126,794 $0
Q4 2024

Jan 02, 2025
BUY
N/A
416 Added 3.54%
12,184 $0
Q3 2024

Oct 31, 2024
BUY
N/A
28 Added 0.24%
11,768 $0
Q2 2024

Jul 01, 2024
SELL
N/A
-1,271 Reduced 9.77%
11,740 $0
Q1 2024

Apr 01, 2024
BUY
N/A
13,011 New
13,011 $0
Q4 2023

Nov 05, 2024
BUY
N/A
1,243 Added 10.56%
13,011 $0
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