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

Confluence Wealth Services, Inc. currently holds 3.5K shares with a market value of $276.6K. It started holding XLP on 2025-03-31. At its peak, it held 3.9K shares on 2025-06-30. Its highest holding value was $315.0K on 2025-06-30. At its lowest, it held 3.5K shares on 2025-09-30, with a value of $276.6K on 2025-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 307.