Confluence Wealth Services, Inc. CAPITAL GROUP CORE BALANCED ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.52 Billion
  • Q1 2025
Number of Shares
262,645
Previous 214,999 22.16%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
N/A
47,646 Added 22.16%
262,645 $0
Q4 2024

Jan 27, 2025
BUY
N/A
154,001 Added 252.47%
214,999 $0
Q3 2024

Oct 29, 2024
BUY
N/A
428 Added 0.71%
60,998 $0
Q2 2024

Jul 31, 2024
BUY
N/A
2,770 Added 4.79%
60,570 $0
Q1 2024

Apr 22, 2024
BUY
N/A
500 Added 0.87%
57,800 $0
Q4 2023

Jan 25, 2024
BUY
N/A
57,300 New
57,300 $0
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