Confluence Wealth Services, Inc. Invesco ETF Tr Ii S&P Midcap L Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding XMLV
# of Institutions
202Shares Held
7.26MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY568KShares$34.6 Million0.0% of portfolio
-
Pfs Investments Inc. Duluth, GA518KShares$31.5 Million0.44% of portfolio
-
Cambridge Investment Research Advisors, Inc.462KShares$28.1 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC397KShares$24.1 Million0.01% of portfolio
-
Brookstone Capital Management356KShares$21.7 Million0.36% of portfolio