Confluence Wealth Services, Inc. CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025
Number of Shares
42,259
Previous 40,341 4.75%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 22, 2025
BUY
N/A
1,918 Added 4.75%
42,259 $0
Q4 2024

Jan 27, 2025
BUY
N/A
17,555 Added 77.04%
40,341 $0
Q3 2024

Oct 29, 2024
BUY
N/A
22,786 New
22,786 $0
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email