Confluence Wealth Services, Inc. Invesco Db Oil Fund Transaction History

Confluence Wealth Services, Inc.

$1.31 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$13.74 - $18.68 $687 - $934	-50 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$12.05 - $15.42 $602 - $771	50 New	50 $0

Others Institutions Holding DBO

# of Institutions

74

Shares Held

3.86M

Call Options Held

2.6K

Put Options Held

15.3K

Wells Fargo & Company San Francisco, CA

1.57M
Shares

$22 Million
0.01% of portfolio
Prudential PLC London, England, X0

564K
Shares

$7.89 Million
0.04% of portfolio
Narus Financial Partners, LLC Salt Lake City, UT

167K
Shares

$2.34 Million
0.84% of portfolio
Envestnet Asset Management Inc

142K
Shares

$1.98 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

132K
Shares

$1.85 Million
0.0% of portfolio

About Invesco DB Oil Fund

Ticker DBO
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 27,900,000
Market Cap $390M

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