Confluence Wealth Services, Inc. Vanguard Bd Index Fd Inc Long Call Options Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BLV
# of Institutions
406Shares Held
47.9MCall Options Held
41.1KPut Options Held
11.1K-
Envestnet Asset Management Inc10.7MShares$754 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.68MShares$260 Million0.09% of portfolio
-
Lincoln National Corp2.51MShares$177 Million5.09% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.27MShares$161 Million0.68% of portfolio
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Wells Fargo & Company San Francisco, CA2.01MShares$142 Million0.03% of portfolio