Confluence Wealth Services, Inc. First Tr Multi Cap Growth Alph Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding FAD
# of Institutions
60Shares Held
910KCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL133KShares$17.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY97.1KShares$12.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC82.6KShares$10.9 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC77.7KShares$10.3 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY54.9KShares$7.26 Million0.0% of portfolio