Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding PPA
# of Institutions
378Shares Held
20.8MCall Options Held
8.4KPut Options Held
2.8K-
Bank Of America Corp Charlotte, NC6.27MShares$757 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.86MShares$224 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.39MShares$168 Million0.07% of portfolio
-
Ubs Group Ag651KShares$78.6 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA582KShares$70.2 Million0.02% of portfolio