Confluence Investment Management LLC Ishares Tr Ibonds Dec 2032 Ter Call Options Transaction History
Confluence Investment Management LLC
- $6.67 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IBTM
# of Institutions
53Shares Held
6.99MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.72MShares$39.1 Million3.0% of portfolio
-
Ubs Group Ag1.46MShares$33.3 Million0.01% of portfolio
-
Stratos Wealth Partners, Ltd.512KShares$11.6 Million0.19% of portfolio
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Raymond James & Associates St Petersburg, FL350KShares$7.97 Million0.01% of portfolio
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Truist Financial Corp314KShares$7.14 Million0.01% of portfolio