Confluence Wealth Services, Inc. Wisdomtree Tr Cloud Computing Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding WCLD
# of Institutions
114Shares Held
4.99MCall Options Held
1.5KPut Options Held
2.2K-
Ubs Group Ag678KShares$26.8 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY532KShares$21.1 Million0.0% of portfolio
-
Endurance Services LTD Purchase, NY355KShares$14 Million1.9% of portfolio
-
Selective Wealth Management, Inc.324KShares$12.8 Million4.32% of portfolio
-
Goldman Sachs Group Inc New York, NY279KShares$11 Million0.0% of portfolio