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

Confluence Wealth Services, Inc. currently holds 30.7K shares with a market value of $2.8M. It started holding CWB on 2024-09-30. At its peak, it held 31.3K shares on 2025-03-31. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 15.1K shares on 2024-12-31, with a value of $1.2M on 2024-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 592. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 15.3K.