Confluence Wealth Services, Inc. Msci Eafe Growth ETF Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
932Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.84 Billion0.97% of portfolio
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Jones Financial Companies Lllp7.47MShares$799 Million0.88% of portfolio
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Lpl Financial LLC Fort Mill, SC6.6MShares$705 Million0.34% of portfolio
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Jpmorgan Chase & CO New York, NY6.16MShares$659 Million0.06% of portfolio
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Axiom Advisory, LLC San Diego, CA4.97MShares$531 Million5.5% of portfolio