Confluence Wealth Services, Inc. Spdr Ser Tr S&P Transn ETF 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 XTN
# of Institutions
92Shares Held
1.14MCall Options Held
2.1KPut Options Held
1.2K-
Phoenix Holdings Ltd. Givatayim, L3605KShares$53.2 Million0.75% of portfolio
-
Morgan Stanley New York, NY48.6KShares$4.28 Million0.0% of portfolio
-
Moss Adams Wealth Advisors LLC Seattle, WA46.6KShares$4.1 Million0.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.9KShares$3.25 Million0.0% of portfolio
-
Win Advisors, Inc36.5KShares$3.21 Million1.48% of portfolio