Confluence Wealth Services, Inc. Options Holdings

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 337
  • Current Value $1.31 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 172 stocks
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