Confluence Wealth Services, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding MDYV
# of Institutions
407Shares Held
32.3MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.85MShares$537 Million1.11% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.34MShares$105 Million0.23% of portfolio
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North Rock Partners, LLC1.33MShares$104 Million3.51% of portfolio
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Lpl Financial LLC Fort Mill, SC1.11MShares$87.1 Million0.04% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA1MShares$78.4 Million0.01% of portfolio