Confluence Wealth Services, Inc. First Tr Lge Cap Growth Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding FTC
# of Institutions
209Shares Held
5.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY825KShares$113 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC714KShares$98 Million0.04% of portfolio
-
Janney Montgomery Scott LLC437KShares$60 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA419KShares$57.6 Million0.01% of portfolio
-
Ubs Group Ag266KShares$36.5 Million0.01% of portfolio