Confluence Wealth Services, Inc. Ishares Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding ICLN
# of Institutions
560Shares Held
45.7MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$73.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$37.5 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$31.4 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.65MShares$19 Million0.0% of portfolio
-
Total Wealth Planning, LLC1.51MShares$17.4 Million3.66% of portfolio