Confluence Wealth Management LLC
Q1 2019 13F Holdings
Location
Portland, OR
Holdings as of
3/31/2019
Value ($000)
$201,351
Num holdings
115
Date filed
5/13/2019
Form type
13F-HR
Prev filing
2/12/2019
Next filing
8/9/2019
SEC
View on sec.gov
Compare Q1 2019 to
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2014 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type