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

Confluence Wealth Services, Inc. currently holds 26.5K shares with a market value of $3.7M. It started holding PEP on 2024-09-30. At its peak, it held 27.9K shares on 2024-09-30. Its highest holding value was $4.7M on 2024-09-30. At its lowest, it held 25.9K shares on 2024-12-31, with a value of $3.6M on 2025-06-30. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 912. In the recent year, Confluence Wealth Services, Inc. has decreased its shares by 1.4K.