Confluence Wealth Services, Inc. Ishares Tr Esg Screened S&P 50 Call Options Transaction History
Confluence Wealth Services, Inc.
- $1.52 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|---|---|---|---|---|
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding XVV
# of Institutions
113Shares Held
3.05MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$35.1 Million2.08% of portfolio
-
Becker Capital Management Inc203KShares$8.66 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC144KShares$6.12 Million0.0% of portfolio
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Jnba Financial Advisors87.6KShares$3.73 Million0.39% of portfolio
-
Better Money Decisions, LLC86.8KShares$3.7 Million2.47% of portfolio