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

Confluence Wealth Services, Inc. currently holds 8.3K shares with a market value of $428.0K. It started holding XVV on 2024-09-30. At its peak, it held 10.0K shares on 2025-06-30. Its highest holding value was $474.9K on 2025-06-30. At its lowest, it held 8.3K shares on 2025-09-30, with a value of $407.0K on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 1.6K. In the recent year, Confluence Wealth Services, Inc. has decreased its shares by 1.1K.