Confluence Wealth Services, Inc. Ishares S&P Small Cap 600 Grow Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,569 shares of IJT stock, worth $232,306. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,569
Previous 1,562
0.45%
Holding current value
$232,306
Previous $200,000
9.0%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IJT
# of Institutions
757Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$645 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$473 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$171 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$168 Million0.04% of portfolio