Confluence Wealth Management LLC
Q4 2019 13F Holdings
Location
Portland, OR
Holdings as of
12/31/2019
Value ($000)
$216,066
Num holdings
116
Date filed
2/7/2020
Form type
13F-HR/A - RESTATEMENT
Prev filing
11/8/2019
Next filing
5/12/2020
SEC
View on sec.gov
Compare Q4 2019 to
2020 Q3
2020 Q2
2020 Q1
2019 Q3
2019 Q2
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