Confluence Wealth Services, Inc. First Tr Small Cap Core Alphad Call Options Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FYX
# of Institutions
160Shares Held
6.15MCall Options Held
2.3KPut Options Held
0-
Morgan Stanley New York, NY734KShares$74.5 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA620KShares$63 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC522KShares$53 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC453KShares$45.9 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6385KShares$39.1 Million0.01% of portfolio