Confluence Wealth Services, Inc. Ishares S&P Midcap 400 Growth Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,705 shares of IJK stock, worth $254,811. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,705
Previous 2,705
-0.0%
Holding current value
$254,811
Previous $248,000
1.21%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding IJK
# of Institutions
972Shares Held
70.6MCall Options Held
4.2KPut Options Held
800-
Morgan Stanley New York, NY7.18MShares$676 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.44MShares$607 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.63MShares$342 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.43MShares$229 Million10.04% of portfolio
-
Ubs Group Ag2.19MShares$206 Million0.04% of portfolio