Confluence Wealth Services, Inc. ISHARES ADVANTAGE LARGE CAP INCOME ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025
Number of Shares
37,920
Previous 38,030 0.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-110 Reduced 0.29%
37,920 $0
Q1 2025

Apr 24, 2025
BUY
N/A
38,030 New
38,030 $0
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