Confluence Wealth Services, Inc. ETF Opportunities Tr Applied F Transaction History
Confluence Wealth Services, Inc.
- $1.09 Billion
- Q1 2024
A detailed history of Confluence Wealth Services, Inc. transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 20,550 shares of VSLU stock, worth $706,509. This represents 0.06% of its overall portfolio holdings.
Number of Shares
20,550
Previous 18,300
12.3%
Holding current value
$706,509
Previous $544,000
22.98%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VSLU
# of Institutions
25Shares Held
2.71MCall Options Held
0Put Options Held
0-
Novare Capital Management LLC550KShares$18.9 Million1.64% of portfolio
-
Newman Dignan & Sheerar, Inc.526KShares$18.1 Million4.64% of portfolio
-
Jpmorgan Chase & CO New York, NY462KShares$15.9 Million0.0% of portfolio
-
Watchman Group, Inc. Plano, TX196KShares$6.74 Million2.13% of portfolio
-
Fulton Bank, N.A.142KShares$4.87 Million0.43% of portfolio