Confluence Wealth Management LLC
Q1 2020 13F Holdings
Location
Portland, OR
Holdings as of
3/31/2020
Value ($000)
$179,414
Num holdings
102
Date filed
5/12/2020
Form type
13F-HR
Prev filing
2/7/2020
Next filing
8/11/2020
SEC
View on sec.gov
Compare Q1 2020 to
2020 Q3
2020 Q2
2019 Q4 - RESTATEMENT
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