Confluence Investment Management LLC Invesco ETF Tr Ii S&P Smallcap Call Options Transaction History
Confluence Investment Management LLC
- $6.92 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XSHQ
# of Institutions
74Shares Held
7.53MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.33MShares$57.4 Million0.02% of portfolio
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Stifel Financial Corp St. Louis, MO998KShares$43.2 Million0.05% of portfolio
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Benjamin Edwards Inc Clayton, MO835KShares$36.1 Million0.52% of portfolio
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New York Life Investment Management LLC New York, NY508KShares$22 Million0.22% of portfolio
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Independent Advisor Alliance392KShares$16.9 Million0.23% of portfolio