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 RDIV
# of Institutions
131Shares Held
6.17MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.17MShares$56.8 Million0.0% of portfolio
-
Heartwood Wealth Advisors LLC704KShares$34.1 Million3.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC542KShares$26.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC531KShares$25.8 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA282KShares$13.7 Million0.0% of portfolio