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

Confluence Wealth Services, Inc. currently holds 12.9K shares with a market value of $790.6K. It started holding D on 2024-09-30. At its peak, it held 15.5K shares on 2025-03-31. Its highest holding value was $824.3K on 2025-03-31. At its lowest, it held 6.5K shares on 2024-09-30, with a value of $378.5K on 2024-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 2.5K. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 6.4K.