Confluence Wealth Services, Inc. Purchases and Sells in Q3 2025

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025

Top Buys

Incresed Positions

165 operations
Stock Shares change Price Range Shares Held Trade History
155K
+ 2.94%
$39.59 - $42.21 $6.14M - $6.54M
5.43M $228M
10.4K
+ 3.68%
$420.11 - $472.68 $4.35M - $4.9M
291K $137M
44.3K
+ 3.62%
$79.76 - $85.78 $3.53M - $3.8M
1.27M $107M
464
+ 0.26%
$202.38 - $256.87 $93.9K - $119K
178K $45.4M
77.2K
+ 4.87%
$42.66 - $46.53 $3.29M - $3.59M
1.66M $76.6M
61K
+ 6.89%
$63.41 - $69.69 $3.86M - $4.25M
946K $64.7M
View all

New Holdings

22 operations
Stock Shares change Price Range Shares Held Trade History
5.34K
New
$144.77 - $173.91 $772K - $928K
5.34K $864K
5.92K
New
$71.34 - $95.52 $422K - $565K
5.92K $481K
3.28K
New
$135.05 - $147.0 $442K - $481K
3.28K $455K
2.22K
New
$161.95 - $193.45 $359K - $428K
2.22K $414K
3.32K
New
$51.6 - $82.03 $171K - $273K
3.32K $272K
539
New
$387.78 - $645.35 $209K - $348K
539 $265K
View all

Top Sells

Reduced Positions

115 operations
Stock Shares change Price Range Shares Held Trade History
-8.54K
- 42.2%
$79.99 - $90.14 $683K - $770K
11.7K $975K
-9.91K
- 75.89%
$64.12 - $78.46 $635K - $778K
3.15K $238K
-398
- 3.86%
$625.65 - $812.69 $249K - $323K
9.92K $7.57M
-9.5K
- 4.23%
$17.11 - $18.16 $163K - $172K
215K $3.69M
-7.39K
- 22.18%
$31.41 - $36.33 $232K - $268K
25.9K $814K
-33
- 0.18%
$157.77 - $183.27 $5.21K - $6.05K
18.1K $2.93M
View all
Activity Summary
Buys All Purchases 187 New Holdings 22 Increased Positions 165 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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