Confluence Wealth Management LLC
Q3 2019 13F Holdings
Location
Portland, OR
Holdings as of
9/30/2019
Value ($000)
$204,161
Num holdings
114
Date filed
11/8/2019
Form type
13F-HR
Prev filing
8/9/2019
Next filing
2/7/2020
SEC
View on sec.gov
Compare Q3 2019 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type