Confluence Wealth Services, Inc. Spdr Index Shs Fds S&P Intl Di Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding DWX
# of Institutions
154Shares Held
6.42MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY853KShares$36.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC711KShares$30.6 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA636KShares$27.3 Million0.01% of portfolio
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Ubs Group Ag388KShares$16.7 Million0.0% of portfolio
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Columbia River Financial Group, LLC Vancouver, WA269KShares$11.6 Million7.31% of portfolio