Confluence Wealth Services, Inc. ETF Opportunities Tr Applied F Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 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 22,100 shares of VSLU stock, worth $831,623. This represents 0.06% of its overall portfolio holdings.
Number of Shares
22,100
Previous 20,950
5.49%
Holding current value
$831,623
Previous $716,000
11.03%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VSLU
# of Institutions
35Shares Held
5.15MCall Options Held
0Put Options Held
0-
Crestwood Advisors Group LLC1.14MShares$42.8 Million0.81% of portfolio
-
Novare Capital Management LLC689KShares$25.9 Million2.16% of portfolio
-
Newman Dignan & Sheerar, Inc.613KShares$23.1 Million3.77% of portfolio
-
Watchman Group, Inc. Plano, TX512KShares$19.3 Million5.57% of portfolio
-
Jpmorgan Chase & CO New York, NY354KShares$13.3 Million0.0% of portfolio