Confluence Wealth Services, Inc. Ishares Tr Esg Msci Usa Leader Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SUSL
# of Institutions
166Shares Held
9.6MCall Options Held
0Put Options Held
0-
Bank Of Italy3.2MShares$335 Million13.35% of portfolio
-
55 I, LLC Boston, MA893KShares$93.5 Million1.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO826KShares$86.5 Million0.18% of portfolio
-
Envestnet Asset Management Inc773KShares$80.9 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY574KShares$60.1 Million0.0% of portfolio