Confluence Investment Management LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Confluence Investment Management LLC
- $6.68 Billion
- Q1 2025
A detailed history of Confluence Investment Management LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Confluence Investment Management LLC holds 459,211 shares of XSHQ stock, worth $17.7 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
459,211
Previous 427,904
7.32%
Holding current value
$17.7 Million
Previous $18.1 Million
2.26%
% of portfolio
0.27%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding XSHQ
# of Institutions
75Shares Held
7.61MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.33MShares$51.2 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO998KShares$38.5 Million0.05% of portfolio
-
Benjamin Edwards Inc Clayton, MO835KShares$32.2 Million0.52% of portfolio
-
New York Life Investment Management LLC New York, NY508KShares$19.6 Million0.22% of portfolio
-
Independent Advisor Alliance392KShares$15.1 Million0.23% of portfolio