Confluence Wealth Services, Inc. First Trust Multi Asset Divers Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding MDIV
# of Institutions
104Shares Held
9.63MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.54MShares$24.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$18.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY863KShares$13.6 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC701KShares$11.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC531KShares$8.38 Million0.0% of portfolio