Confluence Wealth Services, Inc. Invesco ETF Tr Ii S&P 500 High Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding SPHD
# of Institutions
380Shares Held
22.3MCall Options Held
33.8KPut Options Held
23.9K-
Morgan Stanley New York, NY2.93MShares$140 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.48MShares$118 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.11MShares$53 Million0.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA954KShares$45.6 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL756KShares$36.1 Million0.01% of portfolio