Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Call Options Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PBP
# of Institutions
58Shares Held
4.32MCall 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
-
Mai Capital Management412KShares$9.27 Million0.06% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ412KShares$9.26 Million0.02% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA235KShares$5.28 Million0.0% of portfolio