Confluence Wealth Services, Inc. Ishares Short Term National Mu Call Options Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SUB
# of Institutions
823Shares Held
69.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$666 Million1.47% of portfolio
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Envestnet Asset Management Inc5.98MShares$630 Million0.21% of portfolio
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Morgan Stanley New York, NY3.63MShares$383 Million0.03% of portfolio
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Sei Investments CO Oaks, PA2.64MShares$279 Million0.38% of portfolio