Confluence Wealth Services, Inc. Ishares Msci Global Min Vol Fa Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding ACWV
# of Institutions
340Shares Held
21.7MCall Options Held
2.5KPut Options Held
1.8K-
Sei Investments CO Oaks, PA2.66MShares$293 Million0.41% of portfolio
-
Aspiriant, LLC2.41MShares$265 Million10.59% of portfolio
-
Rgt Wealth Advisors, LLC1.98MShares$217 Million27.92% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.85MShares$204 Million0.2% of portfolio
-
Black Rock Inc. New York, NY1.72MShares$190 Million0.0% of portfolio