Confluence Wealth Services, Inc. Ishares Core High Dividend ETF Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding HDV
# of Institutions
876Shares Held
42.9MCall Options Held
867KPut Options Held
14K-
Bank Of America Corp Charlotte, NC4.5MShares$538 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.3MShares$395 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC2.76MShares$331 Million0.11% of portfolio
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Ubs Group Ag1.42MShares$170 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA1.28MShares$153 Million0.03% of portfolio