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


Confluence Wealth Services, Inc. currently holds 59.5K shares with a market value of $19.2M. It started holding IWO on 2024-09-30. At its peak, it held 59.5K shares on 2025-12-31. Its highest holding value was $19.2M on 2025-12-31. At its lowest, it held 42.8K shares on 2024-09-30, with a value of $12.2M on 2024-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 6.0K. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 11.1K.


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