Confluence Wealth Services, Inc. Spdr Index Shs Fds S&P Intl Di Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DWX
# of Institutions
131Shares Held
5.48MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY996KShares$36.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC871KShares$31.6 Million0.0% of portfolio
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Ubs Group Ag405KShares$14.7 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA274KShares$9.95 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC227KShares$8.25 Million0.0% of portfolio