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

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025
Number of Shares
47,922
Previous 42,259 13.4%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
N/A
5,663 Added 13.4%
47,922 $0
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
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