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

Confluence Wealth Services, Inc. currently holds 14.5K shares with a market value of $1.3M. It started holding CF on 2024-12-31. At its peak, it held 14.5K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 11.6K shares on 2024-12-31, with a value of $1.0M on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 1.2K.