Confluence Wealth Management LLC
Q2 2019 13F Holdings
Location
Portland, OR
Holdings as of
6/30/2019
Value ($000)
$204,846
Num holdings
116
Date filed
8/9/2019
Form type
13F-HR
Prev filing
5/13/2019
Next filing
11/8/2019
SEC
View on sec.gov
Compare Q2 2019 to
2020 Q3
2020 Q2
2020 Q1
2019 Q4 - RESTATEMENT
2019 Q3
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2 - RESTATEMENT
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2 - RESTATEMENT
2014 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type