Confluence Wealth Services, Inc. Ishares Barclays 3 7 Yr Treas Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding IEI
# of Institutions
777Shares Held
94.6MCall Options Held
174KPut Options Held
56.1K-
Jpmorgan Chase & CO New York, NY9.62MShares$1.12 Billion0.09% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$743 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$674 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.19MShares$487 Million1.03% of portfolio
-
Envestnet Asset Management Inc3.92MShares$456 Million0.16% of portfolio