Confluence Wealth Services, Inc.

Q4 2023 13F Holdings

Location
Mcmurray, PA
Holdings as of
12/31/2023
Value ($000)
$912,366
Num holdings
290
Date filed
1/25/2024
Form type
13F-HR
Prev filing
11/1/2023
Next filing
4/22/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type