Confluence Wealth Services, Inc. Ishares Trust Ishares Pfd And Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding PFF
# of Institutions
1,125Shares Held
190MCall Options Held
236KPut Options Held
1.08M-
Bank Of America Corp Charlotte, NC21.5MShares$668 Million0.05% of portfolio
-
Morgan Stanley New York, NY15.3MShares$475 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA9.02MShares$280 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.06MShares$250 Million0.09% of portfolio
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Ubs Group Ag5.6MShares$174 Million0.03% of portfolio