Confluence Wealth Services, Inc. Spdr Bloomberg Convertible Sec Put Options Transaction History
Confluence Wealth Services, Inc.
- $1.68 Billion
- Q2 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding CWB
# of Institutions
540Shares Held
35MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$242 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$222 Million0.06% of portfolio
-
Howard Capital Management Inc.2.32MShares$215 Million2.46% of portfolio
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Morgan Stanley New York, NY1.68MShares$156 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$144 Million0.23% of portfolio