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

Confluence Wealth Services, Inc. currently holds 31.3K shares with a market value of $4.9M. It started holding PEP on 2024-09-30. At its peak, it held 31.3K shares on 2026-03-31. Its highest holding value was $4.9M on 2026-03-31. At its lowest, it held 25.7K shares on 2025-12-31, with a value of $3.6M on 2025-06-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 4.8K. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 3.9K.