Confluence Wealth Services, Inc. Select Sector Spdr Tr Real Est Call Options Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XLRE
# of Institutions
823Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.19 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$820 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$285 Million0.02% of portfolio
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Squarepoint Ops LLC New York, NY4.95MShares$202 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$177 Million0.09% of portfolio