Confluence Wealth Services, Inc. Spdr S&P 400 Mid Cap Growth Et 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 MDYG
# of Institutions
380Shares Held
22.2MCall Options Held
0Put Options Held
0-
Citigroup Inc2.4MShares$211 Million0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.73MShares$152 Million0.32% of portfolio
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Lpl Financial LLC Fort Mill, SC1.69MShares$148 Million0.07% of portfolio
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Parcion Private Wealth LLC Bellevue, WA825KShares$72.4 Million6.12% of portfolio
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Ae Wealth Management LLC745KShares$65.3 Million0.69% of portfolio