Confluence Wealth Services, Inc. Ishares Tr Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding IYJ
# of Institutions
352Shares Held
8.14MCall Options Held
9.2KPut Options Held
2.8K-
Laurel Wealth Advisors LLC Charlotte, NC1.76MShares$255 Million0.18% of portfolio
-
Morgan Stanley New York, NY837KShares$121 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$89.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA437KShares$63.2 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ341KShares$49.3 Million1.01% of portfolio