Confluence Wealth Services, Inc. First Tr Lge Cap Growth Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding FTC
# of Institutions
202Shares Held
6.31MCall Options Held
1.7KPut Options Held
100-
Morgan Stanley New York, NY833KShares$118 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC715KShares$101 Million0.04% of portfolio
-
International Assets Investment Management, LLC Orlando, FL522KShares$73.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA443KShares$62.7 Million0.01% of portfolio
-
Janney Montgomery Scott LLC430KShares$60.9 Million0.16% of portfolio