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

Confluence Wealth Services, Inc. currently holds 487 shares with a market value of $354.8K. It started holding URI on 2025-03-31. At its peak, it held 602 shares on 2025-03-31. Its highest holding value was $452.5K on 2025-09-30. At its lowest, it held 474 shares on 2025-09-30, with a value of $354.7K on 2025-03-31. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 13. In the recent year, Confluence Wealth Services, Inc. has decreased its shares by 115.