Confluence Wealth Services, Inc. Invesco ETF Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Invesco ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 4,950 shares of EQAL stock, worth $245,371. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,950
Previous 19,429
74.52%
Holding current value
$245,371
Previous $867,000
72.32%
% of portfolio
0.02%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding EQAL
# of Institutions
81Shares Held
5.82MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO3.63MShares$180 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC604KShares$30 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC215KShares$10.7 Million0.0% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA161KShares$7.97 Million0.01% of portfolio
-
Morgan Stanley New York, NY139KShares$6.89 Million0.0% of portfolio