Confluence Wealth Services, Inc. First Tr Et Fd Iii Short Durat Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding FSMB
# of Institutions
125Shares Held
16.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.38MShares$67.3 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.37MShares$27.2 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.18MShares$23.5 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL727KShares$14.5 Million0.02% of portfolio
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Rmr Wealth Builders706KShares$14.1 Million1.5% of portfolio