Confluence Wealth Services, Inc. Focus Financial Partners Inc. Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding FOCS
# of Institutions
9Shares Held
78.5KCall Options Held
0Put Options Held
0-
Pictet Asset Management Sa Geneva 73, V833.1KShares$00.0% of portfolio
-
Eaton Vance Management Boston, MA24.2KShares$00.0% of portfolio
-
Laurel Wealth Advisors, Inc. Solana Beach, CA12KShares$00.04% of portfolio
-
Brinker Capital Investments, LLC8.04KShares$00.01% of portfolio
-
Four Thought Financial, LLC Venice, FL1KShares$00.0% of portfolio
About Focus Financial Partners Inc.
- Ticker FOCS
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 65,448,400
- Description
- Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...