Confluence Wealth Services, Inc. Ishares Tr Esg Msci Usa Leader Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding SUSL
# of Institutions
172Shares Held
8.2MCall Options Held
0Put Options Held
0-
Bank Of Italy1.65MShares$154 Million8.46% of portfolio
-
55 I, LLC Boston, MA893KShares$83.1 Million1.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO853KShares$79.4 Million0.22% of portfolio
-
Envestnet Asset Management Inc816KShares$75.9 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY538KShares$50 Million0.0% of portfolio