Confluence Wealth Services, Inc. J P Morgan ETF Tr U S Value Fa Call Options Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JVAL
# of Institutions
121Shares Held
11.4MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$72 Million1.05% of portfolio
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Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$53.6 Million3.0% of portfolio
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Cwm, LLC865KShares$39.4 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC806KShares$36.8 Million0.02% of portfolio
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Cerity Partners LLC New York, NY553KShares$25.2 Million0.05% of portfolio