Confluence Wealth Services, Inc. CAPITAL GROUP CONSERVATIVE EQUITY ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025
Number of Shares
14,811
Previous 14,317 3.45%
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
BUY
N/A
494 Added 3.45%
14,811 $0
Q1 2025

Apr 24, 2025
BUY
N/A
14,317 New
14,317 $0
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