Confluence Wealth Services, Inc. Spdr Portfolio S&P 500 Value E 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 SPYV
# of Institutions
963Shares Held
382MCall Options Held
312KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.95 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.89 Billion0.89% of portfolio
-
Allworth Financial LP20.3MShares$1.07 Billion6.66% of portfolio
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Morgan Stanley New York, NY8.89MShares$467 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.49MShares$394 Million6.25% of portfolio