Confluence Wealth Services, Inc. Vanguard Mid Cap Value Index F Call Options Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VOE
# of Institutions
1,257Shares Held
72.4MCall Options Held
37.3KPut Options Held
9.6K-
Morgan Stanley New York, NY4.61MShares$800 Million0.05% of portfolio
-
Assetmark, Inc4.41MShares$766 Million1.69% of portfolio
-
Betterment LLC New York, NY4.13MShares$717 Million1.45% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$531 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.74MShares$475 Million0.09% of portfolio