Confluence Wealth Services, Inc. First Tr Large Cap Core Alphde Put Options Transaction History

Confluence Wealth Services, Inc.

$1.52 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FEX

# of Institutions

228

Shares Held

8.14M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.2M
Shares

$120 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

973K
Shares

$97.5 Million
0.04% of portfolio
Janney Montgomery Scott LLC

516K
Shares

$51.7 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

469K
Shares

$47 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

288K
Shares

$28.9 Million
0.01% of portfolio

About FIRST TR LARGE CAP CORE ALPHDE

Ticker FEX
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