Confluence Investment Management LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Confluence Investment Management LLC
- $6.81 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding XSHQ
# of Institutions
85Shares Held
8.49MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.27MShares$52.6 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO1.14MShares$47.2 Million0.05% of portfolio
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Benjamin Edwards Inc Clayton, MO980KShares$40.6 Million0.56% of portfolio
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New York Life Investment Management LLC New York, NY568KShares$23.5 Million0.24% of portfolio
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Larson Financial Group LLC387KShares$16 Million0.72% of portfolio