Confluence Investment Management LLC Invesco BulletShares 2032 Munc Transaction History

Confluence Investment Management LLC

  • $6.92 Billion
  • Q4 2024
Number of Shares
12,184
Previous 11,768 3.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 02, 2025
BUY
N/A
416 Added 3.54%
12,184 $0
Q3 2024

Oct 31, 2024
BUY
N/A
28 Added 0.24%
11,768 $0
Q2 2024

Jul 01, 2024
SELL
N/A
-1,271 Reduced 9.77%
11,740 $0
Q1 2024

Apr 01, 2024
BUY
N/A
13,011 New
13,011 $0
Q4 2023

Nov 05, 2024
BUY
N/A
1,243 Added 10.56%
13,011 $0
Track This Portfolio

Track Confluence Investment Management LLC Portfolio

Follow Confluence Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Confluence Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email