Confluence Investment Management LLC Invesco Exchange Self Ind Tr Call Options Transaction History
Confluence Investment Management LLC
- $7.15 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSMU
# of Institutions
61Shares Held
3.15MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA317KShares$6.92 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC242KShares$5.28 Million0.0% of portfolio
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Envision Financial Planning, LLC Memphis, TN190KShares$4.14 Million3.16% of portfolio
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Farmer Steven Patrick177KShares$3.87 Million0.06% of portfolio
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Insight Wealth Partners, LLC136KShares$2.96 Million0.51% of portfolio