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

Confluence Wealth Services, Inc. currently holds 1.8K shares with a market value of $491.5K. It started holding CI on 2024-09-30. At its peak, it held 1.8K shares on 2026-06-30. Its highest holding value was $506.7K on 2025-03-31. At its lowest, it held 1.4K shares on 2024-09-30, with a value of $433.8K on 2025-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 278. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 271.