Confluence Investment Management LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Confluence Investment Management LLC
- $7.15 Billion
- Q3 2024
A detailed history of Confluence Investment Management LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Confluence Investment Management LLC holds 417,867 shares of XSHQ stock, worth $18 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
417,867Holding current value
$18 Million% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding XSHQ
# of Institutions
54Shares Held
3.07MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.1MShares$47.4 Million0.02% of portfolio
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New York Life Investment Management LLC New York, NY510KShares$21.9 Million0.21% of portfolio
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Breakwater Capital Group Paramus, NJ172KShares$7.4 Million1.5% of portfolio
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Schwallier Wealth Management LLC Grand Rapids, MI151KShares$6.49 Million4.76% of portfolio
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Morgan Stanley New York, NY129KShares$5.54 Million0.0% of portfolio