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

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025
Number of Shares
396,010
Previous 357,297 10.83%
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
Q2 2025

Jul 22, 2025
BUY
N/A
38,713 Added 10.83%
396,010 $0
Q1 2025

Apr 24, 2025
BUY
N/A
26,039 Added 7.86%
357,297 $0
Q4 2024

Jan 27, 2025
BUY
N/A
90,692 Added 37.7%
331,258 $0
Q3 2024

Oct 29, 2024
BUY
N/A
240,566 New
240,566 $0
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