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

Confluence Wealth Services, Inc. currently holds 10.7K shares with a market value of $2.4M. It started holding WM on 2024-09-30. At its peak, it held 11.9K shares on 2024-09-30. Its highest holding value was $2.5M on 2024-09-30. At its lowest, it held 10.3K shares on 2025-03-31, with a value of $2.2M on 2024-12-31. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 405. In the recent year, Confluence Wealth Services, Inc. has decreased its shares by 1.2K.