Confluence Wealth Services, Inc. Invesco ETF Tr Ii Natl Amt Fre Call Options Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PZA
# of Institutions
227Shares Held
80.8MCall Options Held
5.2KPut Options Held
42K-
Bank Of America Corp Charlotte, NC41.5MShares$983 Million0.09% of portfolio
-
Ubs Group Ag3MShares$71.2 Million0.02% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC2.53MShares$59.9 Million1.41% of portfolio
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Morgan Stanley New York, NY2.08MShares$49.2 Million0.0% of portfolio
-
Envestnet Asset Management Inc2.05MShares$48.6 Million0.02% of portfolio