Confluence Wealth Services, Inc. Pacer Fds Tr Benchmark Data & Put Options Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding SRVR
# of Institutions
109Shares Held
8.87MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.42MShares$104 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.29MShares$39.4 Million0.04% of portfolio
-
Morgan Stanley New York, NY850KShares$25.9 Million0.0% of portfolio
-
Ubs Group Ag413KShares$12.6 Million0.0% of portfolio
-
Foster & Motley Inc Cincinnati, OH366KShares$11.2 Million0.75% of portfolio