Confluence Wealth Services, Inc. Columbia ETF Tr I Diversified Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding DIAL
# of Institutions
54Shares Held
14.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN6.62MShares$121 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$29.9 Million0.01% of portfolio
-
Pine Valley Investments LTD Liability CO Marlton, NJ1.28MShares$23.5 Million1.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$22.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY898KShares$16.5 Million0.0% of portfolio