Confluence Wealth Services, Inc. ETF Opportunities Tr Applied F Transaction History

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024

A detailed history of Confluence Wealth Services, Inc. transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 20,600 shares of VSLU stock, worth $775,384. This represents 0.05% of its overall portfolio holdings.

Number of Shares
20,600
Previous 22,100 6.79%
Holding current value
$775,384
Previous $795,000 5.28%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$35.67 - $37.88 $53,505 - $56,820
-1,500 Reduced 6.79%
20,600 $753,000
Q3 2024

Oct 29, 2024
BUY
$32.6 - $36.0 $37,490 - $41,400
1,150 Added 5.49%
22,100 $795,000
Q2 2024

Jul 31, 2024
BUY
$30.86 - $34.47 $12,344 - $13,788
400 Added 1.95%
20,950 $716,000
Q1 2024

Apr 22, 2024
BUY
$29.23 - $32.59 $65,767 - $73,327
2,250 Added 12.3%
20,550 $669,000
Q4 2023

Jan 25, 2024
BUY
$25.78 - $29.83 $77,340 - $89,490
3,000 Added 19.61%
18,300 $544,000
Q3 2023

Nov 01, 2023
BUY
$26.74 - $28.38 $409,122 - $434,214
15,300 New
15,300 $410,000

Others Institutions Holding VSLU

# of Institutions
34
Shares Held
4.54M
Call Options Held
0
Put Options Held
0
View Full List

About ETF OPPORTUNITIES TR APPLIED F

VSLU Quotes by TradingView
  • Ticker VSLU
More about VSLU
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