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

Confluence Wealth Services, Inc. currently holds 12.8K shares with a market value of $1.3M. It started holding TROW on 2024-09-30. At its peak, it held 12.8K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 9.8K shares on 2024-09-30, with a value of $1.0M on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 931. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 3.0K.