Confluence Wealth Services, Inc. Spdr Ser Tr S&P Transn ETF Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding XTN
# of Institutions
93Shares Held
1.11MCall Options Held
0Put Options Held
0-
Phoenix Holdings Ltd. Givatayim, L3348KShares$30.7 Million0.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC62KShares$5.47 Million0.0% of portfolio
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Morgan Stanley New York, NY48.6KShares$4.29 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA34.1KShares$3.01 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC34KShares$3 Million0.0% of portfolio