Confluence Wealth Services, Inc. Ishares Tr Esg Msci Usa Leader Call Options Transaction History
Confluence Wealth Services, Inc.
- $1.52 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|---|---|---|---|---|
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding SUSL
# of Institutions
171Shares Held
8.06MCall Options Held
0Put Options Held
0-
Bank Of Italy1.65MShares$158 Million8.37% of portfolio
-
55 I, LLC Boston, MA893KShares$85.5 Million1.54% of portfolio
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Mercer Global Advisors Inc Denver, CO853KShares$81.6 Million0.22% of portfolio
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Envestnet Asset Management Inc697KShares$66.7 Million0.02% of portfolio
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Jpmorgan Chase & CO New York, NY538KShares$51.4 Million0.0% of portfolio