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

Confluence Wealth Services, Inc. currently holds 1.5K shares with a market value of $267.9K. It started holding MS on 2025-06-30. At its peak, it held 1.5K shares on 2025-12-31. Its highest holding value was $267.9K on 2025-12-31. At its lowest, it held 1.4K shares on 2025-09-30, with a value of $203.3K on 2025-06-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 66.