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

Confluence Wealth Services, Inc. currently holds 1.4K shares with a market value of $214.6K. It started holding MS on 2025-06-30. At its peak, it held 1.4K shares on 2025-06-30. Its highest holding value was $214.6K on 2025-09-30. At its lowest, it held 1.4K shares on 2025-09-30, with a value of $203.3K on 2025-06-30.