Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding PBP
# of Institutions
58Shares Held
4.25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY669KShares$15 Million0.0% of portfolio
-
United Community Bank Greenville, SC538KShares$12.1 Million3.68% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ412KShares$9.26 Million0.02% of portfolio
-
Mai Capital Management348KShares$7.83 Million0.06% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA235KShares$5.28 Million0.0% of portfolio