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

Confluence Wealth Services, Inc. currently holds 4.4K shares with a market value of $488.9K. It started holding WPM on 2024-09-30. At its peak, it held 4.8K shares on 2024-09-30. Its highest holding value was $488.9K on 2025-09-30. At its lowest, it held 4.4K shares on 2025-09-30, with a value of $264.8K on 2024-12-31. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 121. In the recent year, Confluence Wealth Services, Inc. has decreased its shares by 421.