Confluence Wealth Services, Inc. Pacer Fds Tr Benchmark Data & Transaction History
Confluence Wealth Services, Inc.
- $1.68 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SRVR
# of Institutions
120Shares Held
8.34MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.91MShares$91.8 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.26MShares$39.6 Million0.03% of portfolio
-
Morgan Stanley New York, NY649KShares$20.4 Million0.0% of portfolio
-
Ubs Group Ag448KShares$14.1 Million0.0% of portfolio
-
Foster & Motley Inc Cincinnati, OH366KShares$11.5 Million0.68% of portfolio