Confluence Wealth Services, Inc.'s ownership history for BALI

Confluence Wealth Services, Inc. currently holds 37.9K shares with a market value of $1.2M. It started holding BALI on 2025-03-31. At its peak, it held 38.0K shares on 2025-03-31. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 37.9K shares on 2025-06-30, with a value of $1.0M on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 97.