Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding RDIV
# of Institutions
133Shares Held
6.38MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.17MShares$57.6 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC709KShares$34.9 Million3.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC542KShares$26.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC531KShares$26.1 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA282KShares$13.9 Million0.0% of portfolio