Confluence Wealth Services, Inc. First Trust Multi Asset Divers Put Options Transaction History

Confluence Wealth Services, Inc.

$1.86 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding MDIV

# of Institutions

104

Shares Held

9.63M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.54M
Shares

$24.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.29M
Shares

$20.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

863K
Shares

$13.7 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

701K
Shares

$11.2 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

565K
Shares

$8.99 Million
0.01% of portfolio

About FIRST TRUST MULTI-ASSET DIVERS

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