Confluence Wealth Services, Inc. CAPITAL GROUP MUNI HIGH-INCOME ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025
Number of Shares
613,859
Previous 620,879 1.13%
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
SELL
N/A
-7,020 Reduced 1.13%
613,859 $0
Q1 2025

Apr 24, 2025
SELL
N/A
-5,208 Reduced 0.83%
620,879 $0
Q4 2024

Jan 27, 2025
BUY
N/A
626,087 New
626,087 $0
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