Confluence Wealth Management LLC
Q4 2019 13F Holdings
Location
Portland, OR
Holdings as of
12/31/2019
Value ($000)
$201,858
Num holdings
113
Date filed
2/5/2020
Form type
13F-HR
Prev filing
11/8/2019
Next filing
5/12/2020
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type