Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 8,592 shares of XMHQ stock, worth $849,405. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,592
Previous 27,045
68.23%
Holding current value
$849,405
Previous $2.62 Million
66.43%
% of portfolio
0.07%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding XMHQ
# of Institutions
333Shares Held
34.7MCall Options Held
600Put Options Held
100K-
Lpl Financial LLC Fort Mill, SC4.6MShares$455 Million0.23% of portfolio
-
Stifel Financial Corp St. Louis, MO1.54MShares$153 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.5MShares$149 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.5MShares$148 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.25MShares$123 Million0.12% of portfolio