Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding PWB
# of Institutions
176Shares Held
5.97MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC803KShares$83.2 Million0.04% of portfolio
-
Morgan Stanley New York, NY777KShares$80.5 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL386KShares$40 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC375KShares$38.8 Million0.0% of portfolio
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Cambridge Investment Research Advisors, Inc.262KShares$27.1 Million0.09% of portfolio