Confluence Wealth Services, Inc. First Tr Et Fd Iii Short Durat Call Options Transaction History

Confluence Wealth Services, Inc.

$1.31 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FSMB

# of Institutions

125

Shares Held

16.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.38M
Shares

$67.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.37M
Shares

$27.2 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.18M
Shares

$23.5 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

727K
Shares

$14.5 Million
0.02% of portfolio
Rmr Wealth Builders

706K
Shares

$14.1 Million
1.5% of portfolio

About FIRST TR ET FD III SHORT DURAT

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