Confluence Wealth Services, Inc. Options Holdings

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 368
  • Current Value $1.86 Billion
  • Prior Value $1.68 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 115 stocks
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