Confluence Investment Management LLC Ishares Tr Ibonds Dec 2032 Ter Call Options Transaction History
Confluence Investment Management LLC
- $7.15 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IBTM
# of Institutions
66Shares Held
8.09MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.78MShares$39.8 Million3.09% of portfolio
-
Ubs Group Ag1.44MShares$32.3 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA801KShares$18 Million0.13% of portfolio
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Stratos Wealth Partners, Ltd.593KShares$13.3 Million0.21% of portfolio
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Raymond James & Associates St Petersburg, FL371KShares$8.33 Million0.01% of portfolio