Confluence Wealth Services, Inc. Ishares Short Term National Mu Transaction History
Confluence Wealth Services, Inc.
- $1.52 Billion
- Q1 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 21,635 shares of SUB stock, worth $2.28 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
21,635
Previous 18,784
15.18%
Holding current value
$2.28 Million
Previous $1.98 Million
15.3%
% of portfolio
0.15%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding SUB
# of Institutions
906Shares Held
82.3MCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA11MShares$1.16 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC7.79MShares$820 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$658 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$658 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$369 Million0.03% of portfolio