Confluence Wealth Management LLC
Q3 2014 13F Holdings
Location
Portland, OR
Holdings as of
9/30/2014
Value ($000)
$147,726
Num holdings
81
Date filed
11/14/2014
Form type
13F-HR
Prev filing
8/6/2014
Next filing
2/9/2015
SEC
View on sec.gov
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2014 Q2 - RESTATEMENT
2014 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type