Confluence Wealth Services, Inc. Ea Ser Tr Strive 500 ETF Transaction History

Confluence Wealth Services, Inc.

$1.68 Billion
Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ea Ser Tr Strive 500 ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 5,635 shares of STRV stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,635

Holding current value

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	BUY	N/A	5,635 New	5,635 $0
Q4 2024 Jan 27, 2025	BUY	N/A	5,550 New	5,550 $0

Others Institutions Holding STRV

# of Institutions

125

Shares Held

8.49M

Call Options Held

Put Options Held

Oxen Free Capital LLC Satellite Beach, FL

962K
Shares

$0
23.07% of portfolio
Strive Asset Management, LLC Dublin, OH

584K
Shares

$0
14.08% of portfolio
Raymond James Financial Inc St. Petersburg, FL

578K
Shares

$0
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

438K
Shares

$0
0.0% of portfolio
Truist Financial Corp

433K
Shares

$0
0.0% of portfolio

View Full List

About EA SER TR STRIVE 500 ETF

Ticker STRV

More about STRV

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Confluence Wealth Services, Inc. Ea Ser Tr Strive 500 ETF Transaction History