Confluence Wealth Services, Inc. Ishares Tr Mtg Real Estate ETF Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding REM
# of Institutions
127Shares Held
8.34MCall Options Held
149KPut Options Held
219K-
Wells Fargo & Company San Francisco, CA1.58MShares$35 Million0.01% of portfolio
-
Morgan Stanley New York, NY742KShares$16.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc636KShares$14.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC524KShares$11.6 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ380KShares$8.42 Million0.02% of portfolio