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

Confluence Wealth Services, Inc. currently holds 7.2K shares with a market value of $606.3K. It started holding WFC on 2024-09-30. At its peak, it held 7.2K shares on 2025-09-30. Its highest holding value was $606.3K on 2025-09-30. At its lowest, it held 7.1K shares on 2025-03-31, with a value of $401.0K on 2024-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 143. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 134.