Confluence Wealth Services, Inc. Ishares Tr Bb Rated Corporate Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Tr Bb Rated Corporate stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 11,950 shares of HYBB stock, worth $557,109. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,950
Previous 38,630
69.07%
Holding current value
$557,109
Previous $1.78 Million
68.2%
% of portfolio
0.04%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding HYBB
# of Institutions
51Shares Held
7.97MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO2.92MShares$136 Million0.16% of portfolio
-
Benjamin F. Edwards & Company, Inc. St. Louis, MO2.01MShares$93.8 Million1.63% of portfolio
-
Confluence Investment Management LLC762KShares$35.5 Million0.5% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK550KShares$25.6 Million0.38% of portfolio
-
Farmer Steven Patrick319KShares$14.9 Million0.22% of portfolio