Confluence Wealth Services, Inc. Spdr Ser Tr S&P Transn ETF Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding XTN
# of Institutions
94Shares Held
994KCall Options Held
0Put Options Held
0-
Phoenix Holdings Ltd. Givatayim, L3348KShares$25.8 Million0.42% of portfolio
-
Cercano Management LLC Bellevue, WA85.4KShares$6.33 Million0.2% of portfolio
-
Morgan Stanley New York, NY75.7KShares$5.61 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC63.1KShares$4.67 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC62KShares$4.59 Million0.0% of portfolio