Confluence Wealth Services, Inc. First Trust Global Tactical CO 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 |
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Others Institutions Holding FTGC
# of Institutions
261Shares Held
71.5MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA34.6MShares$820 Million0.19% of portfolio
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Morgan Stanley New York, NY7.77MShares$184 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.76MShares$65.4 Million0.03% of portfolio
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Total Investment Management Inc Scottsdale, AZ1.9MShares$44.9 Million5.04% of portfolio
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Royal Bank Of Canada Toronto, A61.62MShares$38.4 Million0.01% of portfolio