Confluence Wealth Services, Inc. T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY Transaction History

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025
Number of Shares
6,643
Previous 6,615 0.42%
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
28 Added 0.42%
6,643 $0
Q2 2025

Jul 22, 2025
BUY
N/A
6,615 New
6,615 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-1,324 Reduced 12.85%
8,981 $0
Q1 2024

Apr 22, 2024
BUY
N/A
10,305 New
10,305 $0
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