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

Confluence Wealth Services, Inc. currently holds 18.4K shares with a market value of $2.2M. It started holding IVW on 2024-09-30. At its peak, it held 19.1K shares on 2024-09-30. Its highest holding value was $2.2M on 2025-09-30. At its lowest, it held 18.4K shares on 2025-09-30, with a value of $1.7M on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 87. In the recent year, Confluence Wealth Services, Inc. has decreased its shares by 719.